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Avidian Wealth Enterprises’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Avidian Wealth Enterprises’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 		$3.09M Buy
62,448
+39,150
+168% +$1.94M 0.09% 151
2026
Q2 		$1.15M Buy
23,298
+15,177
+187% +$753K 0.03% 291
2026
Q1 		$402K Sell
8,121
-6,922
-46% -$344K 0.01% 482
2025
Q4 		$746K Buy
15,043
+4,984
+50% +$248K 0.03% 285
2025
Q3 		$501K Hold
10,059
– – 0.02% 367
2025
Q2 		$501K Buy
+10,059
New +$499K 0.02% 335
2021
Q3 		– Sell
-50,975
Closed -$2.54M – 417
2021
Q2 		$2.54M Buy
+50,975
New +$2.54M 0.19% 84

Other funds holding PULS

CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Avidian Wealth Enterprises's PULS Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its PGIM Ultra Short Bond ETF (PULS) stake by 168% in Q3 2026, buying an estimated $1.94M and bringing the position to 62,448 shares worth $3.09M. The position accounts for 0.09% of the portfolio, ranked #151.

Avidian Wealth Enterprises first reported a position in PULS in Q2 2021 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Avidian Wealth Enterprises held 62,448 shares of PGIM Ultra Short Bond ETF worth $3.09M as of Q3 2026.
  • Avidian Wealth Enterprises bought 39,150 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $1.94M.
  • PGIM Ultra Short Bond ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #151 holding.
  • Avidian Wealth Enterprises first reported a position in PGIM Ultra Short Bond ETF in Q2 2021 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.