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ZEGA Investments’s PGIM Ultra Short Bond ETF PULS Stock Holding History

ZEGA Investments’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
Q3 		– Sell
-59,005
Closed -$2.94M – 176
2025
Q2 		$2.94M Buy
59,005
+1,968
+3% +$97.6K 0.4% 37
2025
Q1 		$2.84M Buy
57,037
+6,014
+12% +$299K 0.43% 34
2024
Q4 		$2.54M Buy
+51,023
New +$2.53M 0.64% 26

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ZEGA Investments's PULS Position: Q3 2025 in Review

ZEGA Investments sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 59,005 shares — an estimated $2.94M sold.

ZEGA Investments first reported a position in PULS in Q4 2024 and held it in 3 quarters. The position peaked at $2.94M in Q2 2025. 393 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

  • ZEGA Investments reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • ZEGA Investments sold 59,005 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $2.94M.
  • ZEGA Investments first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and held it in 3 quarters.
  • ZEGA Investments's PGIM Ultra Short Bond ETF position peaked at $2.94M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on ZEGA Investments's 13F filing for Q3 2025, filed 27 Oct 2025.