Western Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Western Wealth 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 Q1	$3.86M	Buy	78,000 +37,969	+95%	+$1.89M	0.15%	136
2025 Q4	$1.99M	Buy	40,031 +21,279	+113%	+$1.06M	0.09%	221
2025 Q3	$934K	Buy	18,752 +10,070	+116%	+$501K	0.05%	318
2025 Q2	$432K	Buy	8,682 +10	+0.1%	+$496	0.03%	451
2025 Q1	$431K	Buy	8,672 +10	+0.1%	+$497	0.03%	432
2024 Q4	$429K	Sell	8,662 -1,611	-16%	-$80K	0.03%	423
2024 Q3	$511K	Buy	10,273 +1,633	+19%	+$81.1K	0.03%	461
2024 Q2	$429K	Buy	+8,640	New	+$429K	0.03%	405

Other funds holding PULS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return