Axxcess Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Axxcess Wealth Management’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	$3.97M	Buy	80,256 +56,694	+241%	+$2.81M	0.16%	157
2026 Q2	$1.17M	Buy	+23,562	New	+$1.17M	0.02%	494
2026 Q1	–	Sell	-4,571	Closed	-$227K	–	836
2025 Q4	$227K	Buy	4,571 +99	+2%	+$4.92K	﹤0.01%	953
2025 Q3	$223K	Hold	4,472	–	–	﹤0.01%	853
2025 Q2	$223K	Buy	+4,472	New	+$222K	0.01%	813
2024 Q4	–	Sell	-5,541	Closed	-$276K	–	916
2024 Q3	$276K	Sell	5,541 -639	-10%	-$31.7K	0.01%	716
2024 Q2	$307K	Buy	+6,180	New	+$307K	0.01%	644

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

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

Prairie Advisory Leawood, Kansas $863M 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

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Axxcess Wealth Management's PULS Position: Q3 2026 in Review

Axxcess Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 241% in Q3 2026, buying an estimated $2.81M and bringing the position to 80,256 shares worth $3.97M. The position accounts for 0.16% of the portfolio, ranked #157.

Axxcess Wealth Management first reported a position in PULS in Q2 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Axxcess Wealth Management held 80,256 shares of PGIM Ultra Short Bond ETF worth $3.97M as of Q3 2026.
Axxcess Wealth Management bought 56,694 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $2.81M.
PGIM Ultra Short Bond ETF made up 0.16% of Axxcess Wealth Management's portfolio in Q3 2026, its #157 holding.
Axxcess Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 7 quarters since.
155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.