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

Cypress 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 		$2.78M Buy
56,166
+5,958
+12% +$296K 0.74% 29
2026
Q2 		$2.49M Buy
50,208
+2,545
+5% +$126K 0.67% 34
2026
Q1 		$2.36M Sell
47,663
-2,316
-5% -$115K 0.67% 39
2025
Q4 		$2.48M Sell
49,979
-2,089
-4% -$104K 0.69% 33
2025
Q3 		$2.59M Buy
52,068
+8,261
+19% +$411K 0.74% 26
2025
Q2 		$2.18M Buy
43,807
+13,189
+43% +$654K 0.63% 36
2025
Q1 		$1.52M Sell
30,618
-1,211
-4% -$60.1K 0.44% 43
2024
Q4 		$1.58M Sell
31,829
-2,207
-6% -$110K 0.45% 40
2024
Q3 		$1.69M Buy
34,036
+12,016
+55% +$597K 0.44% 45
2024
Q2 		$1.09M Sell
22,020
-1,544
-7% -$76.6K 0.27% 48
2024
Q1 		$1.17M Buy
23,564
+17,719
+303% +$878K 0.32% 44
2023
Q4 		$289K Buy
5,845
+1,700
+41% +$84K 0.08% 70
2023
Q3 		$205K Buy
4,145
+4,000
+2,759% +$197K 0.06% 76
2023
Q2 		$7.16K Buy
+145
New +$7.14K ﹤0.01% 85

Other funds holding PULS

Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Cypress Capital's PULS Position: Q3 2026 in Review

Cypress Capital increased its PGIM Ultra Short Bond ETF (PULS) stake by 12% in Q3 2026, buying an estimated $296K and bringing the position to 56,166 shares worth $2.78M. The position accounts for 0.74% of the portfolio, ranked #29.

Cypress Capital first reported a position in PULS in Q2 2023 and has held it in 14 quarters since. 118 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Cypress Capital held 56,166 shares of PGIM Ultra Short Bond ETF worth $2.78M as of Q3 2026.
  • Cypress Capital bought 5,958 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $296K.
  • PGIM Ultra Short Bond ETF made up 0.74% of Cypress Capital's portfolio in Q3 2026, its #29 holding.
  • Cypress Capital first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • 118 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Cypress Capital's 13F filing for Q3 2026, filed 20 Oct 2026.