EFG
PULS icon

Everhart Financial Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Everhart Financial 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 		$529K Sell
10,667
-2,165
-17% -$107K 0.03% 272
2026
Q1 		$635K Buy
12,832
+20
+0.2% +$993 0.05% 234
2025
Q4 		$635K Sell
12,812
-55
-0.4% -$2.73K 0.06% 229
2025
Q3 		$641K Buy
+12,867
New +$640K 0.06% 216

Other funds holding PULS

CA
Crane Advisory Fullerton, California $697M AUM 12.55% 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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
BAM
Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

Everhart Financial Group's PULS Position: Q2 2026 in Review

Everhart Financial Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 17% in Q2 2026, selling an estimated $107K and leaving 10,667 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #272.

Everhart Financial Group first reported a position in PULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $641K in Q3 2025. 121 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Everhart Financial Group held 10,667 shares of PGIM Ultra Short Bond ETF worth $529K as of Q2 2026.
  • Everhart Financial Group sold 2,165 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $107K.
  • PGIM Ultra Short Bond ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #272 holding.
  • Everhart Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's PGIM Ultra Short Bond ETF position peaked at $641K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.