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Ellenbecker Investment Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Ellenbecker Investment Group’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 		$2.8M Buy
56,449
+19,594
+53% +$972K 0.33% 26
2026
Q1 		$1.82M Buy
36,855
+9,430
+34% +$468K 0.25% 30
2025
Q4 		$1.36M Sell
27,425
-5,159
-16% -$256K 0.19% 33
2025
Q3 		$1.62M Buy
32,584
+723
+2% +$35.9K 0.24% 30
2025
Q2 		$1.59M Sell
31,861
-2,290
-7% -$114K 0.26% 32
2025
Q1 		$1.7M Sell
34,151
-8,112
-19% -$403K 0.31% 31
2024
Q4 		$2.09M Sell
42,263
-6,301
-13% -$313K 0.37% 26
2024
Q3 		$2.42M Buy
48,564
+1,016
+2% +$50.4K 0.46% 23
2024
Q2 		$2.36M Sell
47,548
-177
-0.4% -$8.78K 0.48% 23
2024
Q1 		$2.37M Sell
47,725
-2,579
-5% -$128K 0.5% 22
2023
Q4 		$2.48M Sell
50,304
-2,273
-4% -$112K 0.58% 21
2023
Q3 		$2.6M Sell
52,577
-20,696
-28% -$1.02M 0.67% 20
2023
Q2 		$3.62M Buy
73,273
+9,103
+14% +$448K 0.91% 13
2023
Q1 		$3.16M Buy
64,170
+27,592
+75% +$1.36M 0.86% 14
2022
Q4 		$1.8M Buy
36,578
+29,210
+396% +$1.43M 0.53% 27
2022
Q3 		$361K Buy
+7,368
New +$361K 0.11% 51

Other funds holding PULS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
NG
Navigation Group Redwood City, California $514M AUM

Ellenbecker Investment Group's PULS Position: Q2 2026 in Review

Ellenbecker Investment Group increased its PGIM Ultra Short Bond ETF (PULS) stake by 53% in Q2 2026, buying an estimated $972K and bringing the position to 56,449 shares worth $2.8M. The position accounts for 0.33% of the portfolio, ranked #26.

Ellenbecker Investment Group first reported a position in PULS in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.62M in Q2 2023. 246 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Ellenbecker Investment Group held 56,449 shares of PGIM Ultra Short Bond ETF worth $2.8M as of Q2 2026.
  • Ellenbecker Investment Group bought 19,594 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $972K.
  • PGIM Ultra Short Bond ETF made up 0.33% of Ellenbecker Investment Group's portfolio in Q2 2026, its #26 holding.
  • Ellenbecker Investment Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Ellenbecker Investment Group's PGIM Ultra Short Bond ETF position peaked at $3.62M in Q2 2023.
  • 246 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.