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WealthPlan Investment Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

WealthPlan Investment Management’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 		$823K Buy
16,607
+3,269
+25% +$162K 0.04% 253
2026
Q1 		$660K Buy
+13,338
New +$663K 0.04% 262

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthPlan Investment Management's PULS Position: Q2 2026 in Review

WealthPlan Investment Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 25% in Q2 2026, buying an estimated $162K and bringing the position to 16,607 shares worth $823K. The position accounts for 0.04% of the portfolio, ranked #253.

WealthPlan Investment Management first reported a position in PULS in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • WealthPlan Investment Management held 16,607 shares of PGIM Ultra Short Bond ETF worth $823K as of Q2 2026.
  • WealthPlan Investment Management bought 3,269 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $162K.
  • PGIM Ultra Short Bond ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #253 holding.
  • WealthPlan Investment Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.