4A
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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

4Wealth Advisors's PULS Position: Q2 2026 in Review

4Wealth Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 0.06% in Q2 2026, selling an estimated $1.19K and leaving 41,148 shares worth $2.05M. The position accounts for 1.57% of the portfolio, ranked #13.

4Wealth Advisors first reported a position in PULS in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • 4Wealth Advisors held 41,148 shares of PGIM Ultra Short Bond ETF worth $2.05M as of Q2 2026.
  • 4Wealth Advisors sold 24 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.19K.
  • PGIM Ultra Short Bond ETF made up 1.57% of 4Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • 4Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.