Client First Investment Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Client First Investment 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	$7.24M	Sell	146,204 -15,676	-10%	-$778K	3.05%	5
2026 Q1	$8.01M	Buy	+161,880	New	+$8.04M	4.17%	3
2025 Q2	–	Sell	-10,728	Closed	-$533K	–	31
2025 Q1	$533K	Sell	10,728 -3,570	-25%	-$177K	0.36%	11
2024 Q4	$708K	Buy	14,298 +795	+6%	+$39.5K	0.46%	18
2024 Q3	$672K	Sell	13,503 -4,411	-25%	-$219K	0.51%	18
2024 Q2	$890K	Buy	17,914 +1,633	+10%	+$81K	0.69%	16
2024 Q1	$809K	Sell	16,281 -3,408	-17%	-$169K	0.64%	18
2023 Q4	$972K	Buy	+19,689	New	+$973K	0.94%	18

Other funds holding PULS

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return