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Cedar Mountain Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Cedar Mountain Advisors’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 		$10.2M Buy
206,790
+55,694
+37% +$2.76M 1.73% 15
2026
Q2 		$7.49M Buy
151,096
+2,618
+2% +$130K 1.29% 15
2026
Q1 		$7.35M Buy
148,478
+2,511
+2% +$125K 1.44% 16
2025
Q4 		$7.24M Sell
145,967
-8,597
-6% -$427K 1.4% 16
2025
Q3 		$7.7M Sell
154,564
-3,074
-2% -$153K 1.5% 16
2025
Q2 		$7.84M Buy
157,638
+159
+0.1% +$7.88K 1.63% 16
2025
Q1 		$7.83M Buy
157,479
+4,100
+3% +$204K 1.75% 16
2024
Q4 		$7.6M Buy
153,379
+82
+0.1% +$4.07K 1.67% 16
2024
Q3 		$7.63M Sell
153,297
-167,409
-52% -$8.31M 1.72% 16
2024
Q2 		$15.9M Buy
320,706
+14,595
+5% +$724K 3.94% 9
2024
Q1 		$15.2M Buy
306,111
+8,039
+3% +$398K 3.83% 9
2023
Q4 		$14.7M Sell
298,072
-29
-0% -$1.43K 3.98% 9
2023
Q3 		$14.8M Buy
298,101
+2,092
+0.7% +$103K 4.35% 9
2023
Q2 		$14.6M Buy
296,009
+4,951
+2% +$244K 4.18% 9
2023
Q1 		$14.3M Buy
291,058
+2,163
+0.7% +$107K 4.32% 9
2022
Q4 		$14.2M Sell
288,895
-3,785
-1% -$186K 4.45% 8
2022
Q3 		$14.4M Buy
292,680
+128,659
+78% +$6.31M 4.78% 8
2022
Q2 		$8.05M Sell
164,021
-1,346
-0.8% -$66.1K 2.75% 10
2022
Q1 		$8.14M Buy
+165,367
New +$8.16M 2.4% 12

Other funds holding PULS

Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Valeo Financial Advisors
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
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
BAM
Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Cedar Mountain Advisors's PULS Position: Q3 2026 in Review

Cedar Mountain Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 37% in Q3 2026, buying an estimated $2.76M and bringing the position to 206,790 shares worth $10.2M. The position accounts for 1.73% of the portfolio, ranked #15.

Cedar Mountain Advisors first reported a position in PULS in Q1 2022 and has held it in 19 quarters since. The position peaked at $15.9M in Q2 2024. 93 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Cedar Mountain Advisors held 206,790 shares of PGIM Ultra Short Bond ETF worth $10.2M as of Q3 2026.
  • Cedar Mountain Advisors bought 55,694 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $2.76M.
  • PGIM Ultra Short Bond ETF made up 1.73% of Cedar Mountain Advisors's portfolio in Q3 2026, its #15 holding.
  • Cedar Mountain Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Cedar Mountain Advisors's PGIM Ultra Short Bond ETF position peaked at $15.9M in Q2 2024.
  • 93 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.