Concurrent Investment Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Concurrent Investment 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	$39.5M	Buy	799,575 +767,746	+2,412%	+$38.1M	0.27%	69
2026 Q2	$1.58M	Buy	31,829 +2,147	+7%	+$107K	0.01%	799
2026 Q1	$1.47M	Buy	29,682 +14,351	+94%	+$713K	0.02%	722
2025 Q4	$760K	Buy	15,331 +6,000	+64%	+$298K	0.01%	955
2025 Q3	$465K	Buy	9,331 +583	+7%	+$29K	0.01%	946
2025 Q2	$435K	Buy	+8,748	New	+$434K	0.01%	903
2024 Q4	–	Sell	-5,315	Closed	-$265K	–	1201
2024 Q3	$265K	Sell	5,315 -5,278	-50%	-$262K	0.01%	830
2024 Q2	$526K	Buy	+10,593	New	+$525K	0.02%	574
2024 Q1	–	Sell	-4,101	Closed	-$203K	–	979
2023 Q4	$203K	Buy	+4,101	New	+$203K	0.01%	768

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 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

Concurrent Investment Advisors's PULS Position: Q3 2026 in Review

Concurrent Investment Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 2,412% in Q3 2026, buying an estimated $38.1M and bringing the position to 799,575 shares worth $39.5M. The position accounts for 0.27% of the portfolio, ranked #69.

Concurrent Investment Advisors first reported a position in PULS in Q4 2023 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Concurrent Investment Advisors held 799,575 shares of PGIM Ultra Short Bond ETF worth $39.5M as of Q3 2026.
Concurrent Investment Advisors bought 767,746 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $38.1M.
PGIM Ultra Short Bond ETF made up 0.27% of Concurrent Investment Advisors's portfolio in Q3 2026, its #69 holding.
Concurrent Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

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