Birchbrook
PULS icon

Birchbrook’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Birchbrook’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 		$14.9K Hold
302
– – 0.01% 182
2026
Q2 		$15K Buy
+302
New +$15K 0.01% 188

Other funds holding PULS

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
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
PA
Prairie Advisory Leawood, Kansas $863M AUM
Navigation Group
Navigation Group Redwood City, California $501M AUM
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Birchbrook's PULS Position: Q3 2026 in Review

Birchbrook held its PGIM Ultra Short Bond ETF (PULS) position steady in Q3 2026 at 302 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #182.

Birchbrook first reported a position in PULS in Q2 2026 and has held it in 2 quarters since. The position peaked at $15K in Q2 2026. 216 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Birchbrook held 302 shares of PGIM Ultra Short Bond ETF worth $14.9K as of Q3 2026.
  • Birchbrook left its PGIM Ultra Short Bond ETF share count unchanged in Q3 2026.
  • PGIM Ultra Short Bond ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #182 holding.
  • Birchbrook first reported a position in PGIM Ultra Short Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Birchbrook's PGIM Ultra Short Bond ETF position peaked at $15K in Q2 2026.
  • 216 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.