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Bouvel Investment Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Bouvel Investment Partners’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 		$8.23M Buy
166,035
+78,352
+89% +$3.89M 1.86% 20
2026
Q1 		$4.34M Buy
+87,683
New +$4.36M 1.26% 34

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
BAM
Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

Bouvel Investment Partners's PULS Position: Q2 2026 in Review

Bouvel Investment Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 89% in Q2 2026, buying an estimated $3.89M and bringing the position to 166,035 shares worth $8.23M. The position accounts for 1.86% of the portfolio, ranked #20.

Bouvel Investment Partners first reported a position in PULS in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Bouvel Investment Partners held 166,035 shares of PGIM Ultra Short Bond ETF worth $8.23M as of Q2 2026.
  • Bouvel Investment Partners bought 78,352 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.89M.
  • PGIM Ultra Short Bond ETF made up 1.86% of Bouvel Investment Partners's portfolio in Q2 2026, its #20 holding.
  • Bouvel Investment Partners first reported a position in PGIM Ultra Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.