CX Institutional
PULS icon

CX Institutional’s PGIM Ultra Short Bond ETF PULS Stock Holding History

CX Institutional’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 		$35K Hold
700
– – ﹤0.01% 1092
2026
Q2 		$35K Hold
700
– – ﹤0.01% 1043
2026
Q1 		$35K Hold
700
– – ﹤0.01% 1024
2025
Q4 		$35K Buy
+700
New +$34.8K ﹤0.01% 1024

Other funds holding PULS

Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Valeo Financial Advisors
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Persium Advisors
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

CX Institutional's PULS Position: Q3 2026 in Review

CX Institutional held its PGIM Ultra Short Bond ETF (PULS) position steady in Q3 2026 at 700 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

CX Institutional first reported a position in PULS in Q4 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • CX Institutional held 700 shares of PGIM Ultra Short Bond ETF worth $35K as of Q3 2026.
  • CX Institutional left its PGIM Ultra Short Bond ETF share count unchanged in Q3 2026.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1092 holding.
  • CX Institutional first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.