4Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

4Wealth Advisors’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 Q3	$2.26M	Buy	45,574 +4,426	+11%	+$220K	1.56%	14
2026 Q2	$2.05M	Sell	41,148 -24	-0.1%	-$1.19K	1.57%	13
2026 Q1	$2.04M	Buy	41,172 +1,870	+5%	+$92.9K	1.75%	12
2025 Q4	$1.95M	Buy	+39,302	New	+$1.95M	1.66%	12

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Navigation Group Redwood City, California $501M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

4Wealth Advisors's PULS Position: Q3 2026 in Review

4Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 11% in Q3 2026, buying an estimated $220K and bringing the position to 45,574 shares worth $2.26M. The position accounts for 1.56% of the portfolio, ranked #14.

4Wealth Advisors first reported a position in PULS in Q4 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

4Wealth Advisors held 45,574 shares of PGIM Ultra Short Bond ETF worth $2.26M as of Q3 2026.
4Wealth Advisors bought 4,426 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $220K.
PGIM Ultra Short Bond ETF made up 1.56% of 4Wealth Advisors's portfolio in Q3 2026, its #14 holding.
4Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and has held it in 4 quarters since.
216 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.