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Wescott Financial Advisory Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Wescott Financial Advisory Group’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
-6,625
Closed -$330K – 196
2025
Q3 		$330K Buy
6,625
+78
+1% +$3.88K 0.03% 143
2025
Q2 		$326K Buy
6,547
+78
+1% +$3.87K 0.03% 141
2025
Q1 		$322K Buy
6,469
+27
+0.4% +$1.34K 0.03% 136
2024
Q4 		$319K Buy
6,442
+84
+1% +$4.17K 0.03% 138
2024
Q3 		$317K Buy
6,358
+90
+1% +$4.47K 0.03% 145
2024
Q2 		$312K Sell
6,268
-493
-7% -$24.5K 0.04% 141
2024
Q1 		$336K Sell
6,761
-20
-0.3% -$991 0.04% 128
2023
Q4 		$335K Buy
6,781
+95
+1% +$4.69K 0.05% 127
2023
Q3 		$331K Buy
6,686
+93
+1% +$4.59K 0.06% 122
2023
Q2 		$326K Sell
6,593
-61
-0.9% -$3K 0.06% 128
2023
Q1 		$328K Buy
6,654
+72
+1% +$3.55K 0.07% 121
2022
Q4 		$323K Sell
6,582
-3,552
-35% -$174K 0.07% 118
2022
Q3 		$497K Sell
10,134
-44,120
-81% -$2.16M 0.14% 85
2022
Q2 		$2.66M Sell
54,254
-122,856
-69% -$6.04M 0.72% 29
2022
Q1 		$8.72M Buy
+177,110
New +$8.74M 2.25% 12

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wescott Financial Advisory Group's PULS Position: Q4 2025 in Review

Wescott Financial Advisory Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2025, closing a stake of 6,625 shares — an estimated $330K sold.

Wescott Financial Advisory Group first reported a position in PULS in Q1 2022 and held it in 15 quarters. The position peaked at $8.72M in Q1 2022. 415 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

  • Wescott Financial Advisory Group reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 6,625 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $330K.
  • Wescott Financial Advisory Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and held it in 15 quarters.
  • Wescott Financial Advisory Group's PGIM Ultra Short Bond ETF position peaked at $8.72M in Q1 2022.
  • 415 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.