Cornerstone Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Cornerstone Wealth 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	$1.02M	Buy	20,580 +4,176	+25%	+$207K	0.04%	331
2026 Q2	$813K	Buy	16,404 +7,306	+80%	+$363K	0.03%	378
2026 Q1	$450K	Buy	9,098 +2,283	+33%	+$113K	0.02%	475
2025 Q4	$338K	Buy	6,815 +1,125	+20%	+$55.9K	0.02%	511
2025 Q3	$284K	Buy	+5,690	New	+$283K	0.02%	547
2023 Q2	–	Sell	-21,998	Closed	-$1.08M	–	520
2023 Q1	$1.08M	Buy	+21,998	New	+$1.08M	0.11%	167

Other funds holding PULS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Cornerstone Wealth Management's PULS Position: Q3 2026 in Review

Cornerstone Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 25% in Q3 2026, buying an estimated $207K and bringing the position to 20,580 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #331.

Cornerstone Wealth Management first reported a position in PULS in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2023. 348 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Cornerstone Wealth Management held 20,580 shares of PGIM Ultra Short Bond ETF worth $1.02M as of Q3 2026.
Cornerstone Wealth Management bought 4,176 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $207K.
PGIM Ultra Short Bond ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #331 holding.
Cornerstone Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and has held it in 6 quarters since.
Cornerstone Wealth Management's PGIM Ultra Short Bond ETF position peaked at $1.08M in Q1 2023.
348 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.