Congress Park Capital’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Congress Park Capital’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	$8.41M	Buy	170,089 +47,708	+39%	+$2.37M	2.21%	15
2026 Q2	$6.06M	Buy	122,381 +17,306	+16%	+$859K	1.64%	19
2026 Q1	$5.2M	Buy	105,075 +16,126	+18%	+$801K	1.6%	21
2025 Q4	$4.41M	Sell	88,949 -49,313	-36%	-$2.45M	1.32%	25
2025 Q3	$6.89M	Sell	138,262 -45,247	-25%	-$2.25M	2.14%	17
2025 Q2	$9.13M	Buy	+183,509	New	+$9.1M	2.99%	9

Other funds holding PULS

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

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

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

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Navigation Group Redwood City, California $501M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Congress Park Capital's PULS Position: Q3 2026 in Review

Congress Park Capital increased its PGIM Ultra Short Bond ETF (PULS) stake by 39% in Q3 2026, buying an estimated $2.37M and bringing the position to 170,089 shares worth $8.41M. The position accounts for 2.21% of the portfolio, ranked #15.

Congress Park Capital first reported a position in PULS in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.13M in Q2 2025. 216 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Congress Park Capital held 170,089 shares of PGIM Ultra Short Bond ETF worth $8.41M as of Q3 2026.
Congress Park Capital bought 47,708 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $2.37M.
PGIM Ultra Short Bond ETF made up 2.21% of Congress Park Capital's portfolio in Q3 2026, its #15 holding.
Congress Park Capital first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 6 quarters since.
Congress Park Capital's PGIM Ultra Short Bond ETF position peaked at $9.13M in Q2 2025.
216 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Congress Park Capital's 13F filing for Q3 2026, filed 13 Oct 2026.