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Beaumont Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Beaumont Asset 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
Q2 		$17.9M Buy
360,506
+246,174
+215% +$12.2M 6.94% 3
2026
Q1 		$5.66M Buy
114,332
+104,464
+1,059% +$5.19M 2.55% 10
2025
Q4 		$489K Buy
9,868
+573
+6% +$28.5K 0.24% 51
2025
Q3 		$463K Buy
+9,295
New +$462K 0.23% 50

Other funds holding PULS

CA
Crane Advisory Fullerton, California $697M AUM 12.55% 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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Beaumont Asset Management's PULS Position: Q2 2026 in Review

Beaumont Asset Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 215% in Q2 2026, buying an estimated $12.2M and bringing the position to 360,506 shares worth $17.9M. The position accounts for 6.94% of the portfolio, ranked #3.

Beaumont Asset Management first reported a position in PULS in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Beaumont Asset Management held 360,506 shares of PGIM Ultra Short Bond ETF worth $17.9M as of Q2 2026.
  • Beaumont Asset Management bought 246,174 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $12.2M.
  • PGIM Ultra Short Bond ETF made up 6.94% of Beaumont Asset Management's portfolio in Q2 2026, its #3 holding.
  • Beaumont Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.