WBI Investments’s PGIM Ultra Short Bond ETF PULS Stock Holding History

WBI Investments’s Portfolio PULS Stock Details PULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,541	Closed	-$226K	–	370
2025 Q3	$226K	Buy	4,541 +506	+13%	+$25.2K	0.06%	285
2025 Q2	$201K	Buy	+4,035	New	+$200K	0.05%	265

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBI Investments's PULS Position: Q4 2025 in Review

WBI Investments sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2025, closing a stake of 4,541 shares — an estimated $226K sold.

WBI Investments first reported a position in PULS in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q3 2025. 415 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

WBI Investments reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 4,541 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $226K.
WBI Investments first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and held it in 2 quarters.
WBI Investments's PGIM Ultra Short Bond ETF position peaked at $226K in Q3 2025.
415 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.