WCG Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

WCG Wealth Advisors’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
2026 Q2	$2.06M	Buy	41,665 +7,108	+21%	+$353K	0.05%	302
2026 Q1	$1.71M	Buy	34,557 +3,924	+13%	+$195K	0.05%	287
2025 Q4	$1.52M	Buy	30,633 +3,323	+12%	+$165K	0.04%	293
2025 Q3	$1.36M	Buy	27,310 +1,820	+7%	+$90.5K	0.09%	198
2025 Q2	$1.27M	Sell	25,490 -2,796	-10%	-$139K	0.08%	199
2025 Q1	$1.41M	Sell	28,286 -138,059	-83%	-$6.86M	0.11%	169
2024 Q4	$8.24M	Buy	166,345 +36,262	+28%	+$1.8M	0.54%	54
2024 Q3	$6.48M	Buy	130,083 +66,234	+104%	+$3.29M	0.44%	72
2024 Q2	$3.17M	Sell	63,849 -7,315	-10%	-$363K	0.24%	97
2024 Q1	$3.54M	Sell	71,164 -27,559	-28%	-$1.37M	0.3%	78
2023 Q4	$4.88M	Buy	98,723 +11,591	+13%	+$573K	0.36%	72
2023 Q3	$4.31M	Buy	+87,132	New	+$4.3M	0.32%	77

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

WCG Wealth Advisors's PULS Position: Q2 2026 in Review

WCG Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 21% in Q2 2026, buying an estimated $353K and bringing the position to 41,665 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #302.

WCG Wealth Advisors first reported a position in PULS in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.24M in Q4 2024. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

WCG Wealth Advisors held 41,665 shares of PGIM Ultra Short Bond ETF worth $2.06M as of Q2 2026.
WCG Wealth Advisors bought 7,108 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $353K.
PGIM Ultra Short Bond ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #302 holding.
WCG Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
WCG Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $8.24M in Q4 2024.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.