Choice Wealth Advisors
PULS icon

Choice Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Choice Wealth 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 		$11.5M Buy
+233,320
New +$11.6M 3.99% 11
2023
Q1 		– Sell
-21,217
Closed -$1.04M – 26
2022
Q4 		$1.04M Buy
+21,217
New +$1.04M 0.78% 18

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 19.14% 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
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
Persium Advisors
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Choice Wealth Advisors's PULS Position: Q3 2026 in Review

Choice Wealth Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q3 2026: 233,320 shares worth $11.5M. The stake represents 3.99% of the portfolio and ranks #11 among its holdings. This is a return to the name: Choice Wealth Advisors previously reported a position in PULS as recently as Q4 2022.

Choice Wealth Advisors first reported a position in PULS in Q4 2022 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Choice Wealth Advisors held 233,320 shares of PGIM Ultra Short Bond ETF worth $11.5M as of Q3 2026.
  • PGIM Ultra Short Bond ETF was a new Choice Wealth Advisors position in Q3 2026.
  • PGIM Ultra Short Bond ETF made up 3.99% of Choice Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • Choice Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.