Acorn Wealth Advisors
PULS icon

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

Acorn Wealth 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 		$2.73M Sell
55,160
-2,569
-4% -$127K 0.67% 40
2026
Q2 		$2.86M Sell
57,729
-15,285
-21% -$759K 0.7% 40
2026
Q1 		$3.61M Sell
73,014
-4,956
-6% -$246K 1.05% 25
2025
Q4 		$3.87M Sell
77,970
-12,814
-14% -$637K 1.15% 18
2025
Q3 		$4.52M Sell
90,784
-3,900
-4% -$194K 1.42% 13
2025
Q2 		$4.71M Buy
94,684
+10,526
+13% +$522K 1.75% 10
2025
Q1 		$4.19M Buy
84,158
+4,948
+6% +$246K 1.74% 11
2024
Q4 		$3.92M Sell
79,210
-795
-1% -$39.5K 1.62% 12
2024
Q3 		$3.98M Buy
80,005
+11,455
+17% +$569K 1.71% 13
2024
Q2 		$3.41M Buy
68,550
+18,142
+36% +$900K 1.68% 12
2024
Q1 		$2.51M Buy
50,408
+7,043
+16% +$349K 1.31% 17
2023
Q4 		$2.14M Buy
43,365
+10,464
+32% +$517K 1.27% 19
2023
Q3 		$1.63M Buy
32,901
+21,532
+189% +$1.06M 1.08% 22
2023
Q2 		$562K Sell
11,369
-97
-0.8% -$4.78K 0.38% 66
2023
Q1 		$565K Sell
11,466
-258
-2% -$12.7K 0.42% 57
2022
Q4 		$576K Buy
11,724
+6,575
+128% +$322K 0.44% 53
2022
Q3 		$253K Buy
+5,149
New +$253K 0.21% 120

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

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

Acorn Wealth Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 4.5% in Q3 2026, selling an estimated $127K and leaving 55,160 shares worth $2.73M. The position accounts for 0.67% of the portfolio, ranked #40.

Acorn Wealth Advisors first reported a position in PULS in Q3 2022 and has held it in 17 quarters since. The position peaked at $4.71M in Q2 2025. 387 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Acorn Wealth Advisors held 55,160 shares of PGIM Ultra Short Bond ETF worth $2.73M as of Q3 2026.
  • Acorn Wealth Advisors sold 2,569 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $127K.
  • PGIM Ultra Short Bond ETF made up 0.67% of Acorn Wealth Advisors's portfolio in Q3 2026, its #40 holding.
  • Acorn Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Acorn Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $4.71M in Q2 2025.
  • 387 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.