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 Q3	$3.85M	Sell	77,792 -68,412	-47%	-$3.39M	1.83%	10
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

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

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

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

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

Client First Investment Management's PULS Position: Q3 2026 in Review

Client First Investment Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 47% in Q3 2026, selling an estimated $3.39M and leaving 77,792 shares worth $3.85M. The position accounts for 1.83% of the portfolio, ranked #10.

Client First Investment Management first reported a position in PULS in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.01M in Q1 2026. 59 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Client First Investment Management held 77,792 shares of PGIM Ultra Short Bond ETF worth $3.85M as of Q3 2026.
Client First Investment Management sold 68,412 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $3.39M.
PGIM Ultra Short Bond ETF made up 1.83% of Client First Investment Management's portfolio in Q3 2026, its #10 holding.
Client First Investment Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 9 quarters since.
Client First Investment Management's PGIM Ultra Short Bond ETF position peaked at $8.01M in Q1 2026.
59 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.