WP
PULS icon

WealthPLAN Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-4,531
Closed -$225K – 257
2025
Q4 		$225K Hold
4,531
– – 0.03% 258
2025
Q3 		$226K Sell
4,531
-2,011
-31% -$100K 0.03% 238
2025
Q2 		$326K Buy
+6,542
New +$324K 0.05% 205
2023
Q3 		– Sell
-1,001
Closed -$49.5K – 931
2023
Q2 		$49.5K Hold
1,001
– – 0.01% 511
2023
Q1 		$49.3K Buy
+1,001
New +$49.3K 0.01% 562

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's PULS Position: Q1 2026 in Review

WealthPLAN Partners sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2026, closing a stake of 4,531 shares — an estimated $225K sold.

WealthPLAN Partners first reported a position in PULS in Q1 2023 and held it in 5 quarters. The position peaked at $326K in Q2 2025. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • WealthPLAN Partners reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,531 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $225K.
  • WealthPLAN Partners first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and held it in 5 quarters.
  • WealthPLAN Partners's PGIM Ultra Short Bond ETF position peaked at $326K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.