Creative Planning’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Creative Planning’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 Q1	$3.08M	Buy	+62,300	New	+$3.09M	﹤0.01%	1557
2025 Q3	–	Sell	-4,066	Closed	-$202K	–	3996
2025 Q2	$202K	Sell	4,066 -3,401	-46%	-$169K	﹤0.01%	3210
2025 Q1	$371K	Buy	7,467 +6,920	+1,265%	+$344K	﹤0.01%	2568
2024 Q4	$27.1K	Sell	547 -3,925	-88%	-$195K	﹤0.01%	3308
2024 Q3	$223K	Buy	+4,472	New	+$222K	﹤0.01%	2749

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's PULS Position: Q1 2026 in Review

Creative Planning opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q1 2026: 62,300 shares worth $3.08M. The stake represents ﹤0.01% of the portfolio and ranks #1557 among its holdings. This is a return to the name: Creative Planning previously reported a position in PULS as recently as Q2 2025.

Creative Planning first reported a position in PULS in Q3 2024 and has held it in 5 quarters since. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Creative Planning held 62,300 shares of PGIM Ultra Short Bond ETF worth $3.08M as of Q1 2026.
PGIM Ultra Short Bond ETF was a new Creative Planning position in Q1 2026.
PGIM Ultra Short Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1557 holding.
Creative Planning first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and has held it in 5 quarters since.
443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.