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 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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LFP

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

MSG

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

VFA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

EFG

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

IWMWV

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

Cornerstone Wealth Management's PULS Position: Q2 2026 in Review

Cornerstone Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 80% in Q2 2026, buying an estimated $363K and bringing the position to 16,404 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #378.

Cornerstone Wealth Management first reported a position in PULS in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.08M in Q1 2023. 174 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Cornerstone Wealth Management held 16,404 shares of PGIM Ultra Short Bond ETF worth $813K as of Q2 2026.
Cornerstone Wealth Management bought 7,306 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $363K.
PGIM Ultra Short Bond ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #378 holding.
Cornerstone Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and has held it in 5 quarters since.
Cornerstone Wealth Management's PGIM Ultra Short Bond ETF position peaked at $1.08M in Q1 2023.
174 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.