EWM
PULS icon

Elmwood Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Elmwood 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 		$438K Sell
8,836
-100
-1% -$4.96K 0.11% 137
2026
Q1 		$442K Hold
8,936
– – 0.12% 123
2025
Q4 		$443K Sell
8,936
-300
-3% -$14.9K 0.14% 118
2025
Q3 		$460K Hold
9,236
– – 0.16% 102
2025
Q2 		$460K Sell
9,236
-20
-0.2% -$992 0.18% 99
2025
Q1 		$460K Sell
9,256
-1,500
-14% -$74.5K 0.19% 99
2024
Q4 		$533K Buy
10,756
+985
+10% +$48.9K 0.22% 91
2024
Q3 		$486K Buy
9,771
+5,573
+133% +$277K 0.2% 97
2024
Q2 		$209K Sell
4,198
-245
-6% -$12.2K 0.09% 119
2024
Q1 		$221K Sell
4,443
-1,356
-23% -$67.2K 0.09% 118
2023
Q4 		$286K Sell
5,799
-47,913
-89% -$2.37M 0.2% 97
2023
Q3 		$2.66M Sell
53,712
-32,758
-38% -$1.62M 1.28% 21
2023
Q2 		$4.27M Buy
86,470
+11,765
+16% +$580K 1.99% 10
2023
Q1 		$3.68M Buy
74,705
+6,398
+9% +$315K 1.74% 10
2022
Q4 		$3.35M Buy
68,307
+16,841
+33% +$826K 1.67% 11
2022
Q3 		$2.53M Buy
51,466
+350
+0.7% +$17.2K 1.26% 22
2022
Q2 		$2.51M Sell
51,116
-3,490
-6% -$171K 1.43% 18
2022
Q1 		$2.69M Sell
54,606
-4,300
-7% -$212K 1.38% 22
2021
Q4 		$2.92M Buy
+58,906
New +$2.92M 1.39% 18
2021
Q2 		$1.34M Buy
+27,000
New +$1.34M 0.71% 55

Other funds holding PULS

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
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return