Avestar Capital
PULS icon

Avestar Capital’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Avestar Capital’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 		$6.04M Sell
121,880
-20,637
-14% -$1.02M 0.48% 48
2026
Q2 		$7.07M Buy
142,517
+34,942
+32% +$1.73M 0.39% 43
2026
Q1 		$5.32M Sell
107,575
-33,499
-24% -$1.66M 0.34% 53
2025
Q4 		$7.01M Buy
141,074
+24,065
+21% +$1.2M 0.45% 38
2025
Q3 		$5.83M Sell
117,009
-143,954
-55% -$7.16M 0.38% 48
2025
Q2 		$13M Buy
260,963
+169,942
+187% +$8.43M 0.89% 20
2025
Q1 		$4.53M Sell
91,021
-12,603
-12% -$626K 0.39% 54
2024
Q4 		$5.16M Sell
103,624
-43,331
-29% -$2.15M 0.44% 49
2024
Q3 		$7.32M Sell
146,955
-129,383
-47% -$6.42M 0.75% 27
2024
Q2 		$13.7M Sell
276,338
-159,209
-37% -$7.9M 1.39% 15
2024
Q1 		$21.6M Sell
435,547
-187,614
-30% -$9.3M 2.27% 9
2023
Q4 		$30.9M Buy
623,161
+36,664
+6% +$1.81M 3.51% 5
2023
Q3 		$29M Buy
586,497
+293,158
+100% +$14.5M 4.13% 6
2023
Q2 		$14.5M Buy
293,339
+119,110
+68% +$5.87M 2.32% 10
2023
Q1 		$8.59M Sell
174,229
-49,781
-22% -$2.45M 1.53% 20
2022
Q4 		$11M Buy
224,010
+130,708
+140% +$6.41M 2% 10
2022
Q3 		$4.58M Sell
93,302
-1,011
-1% -$49.6K 1.17% 20
2022
Q2 		$4.63M Buy
94,313
+10,482
+13% +$515K 1.14% 22
2022
Q1 		$4.12M Sell
83,831
-29,818
-26% -$1.47M 0.66% 37
2021
Q4 		$5.63M Buy
113,649
+11,213
+11% +$556K 0.69% 32
2021
Q3 		$5.09M Sell
102,436
-19,628
-16% -$976K 0.65% 35
2021
Q2 		$6.07M Buy
+122,064
New +$6.08M 0.81% 24

Other funds holding PULS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Avestar Capital's PULS Position: Q3 2026 in Review

Avestar Capital reduced its PGIM Ultra Short Bond ETF (PULS) stake by 14% in Q3 2026, selling an estimated $1.02M and leaving 121,880 shares worth $6.04M. The position accounts for 0.48% of the portfolio, ranked #48.

Avestar Capital first reported a position in PULS in Q2 2021 and has held it in 22 quarters since. The position peaked at $30.9M in Q4 2023. 303 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Avestar Capital held 121,880 shares of PGIM Ultra Short Bond ETF worth $6.04M as of Q3 2026.
  • Avestar Capital sold 20,637 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $1.02M.
  • PGIM Ultra Short Bond ETF made up 0.48% of Avestar Capital's portfolio in Q3 2026, its #48 holding.
  • Avestar Capital first reported a position in PGIM Ultra Short Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • Avestar Capital's PGIM Ultra Short Bond ETF position peaked at $30.9M in Q4 2023.
  • 303 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.