Fairvoy Private Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Fairvoy Private Wealth’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	$16.3M	Sell	329,945 -10,951	-3%	-$543K	3.29%	3
2026 Q2	$16.9M	Buy	340,896 +15,573	+5%	+$773K	3.41%	4
2026 Q1	$16.1M	Buy	325,323 +21,464	+7%	+$1.07M	3.84%	2
2025 Q4	$15.1M	Buy	303,859 +5,910	+2%	+$294K	3.37%	3
2025 Q3	$14.8M	Sell	297,949 -16,388	-5%	-$815K	3.38%	4
2025 Q2	$15.6M	Buy	314,337 +4,334	+1%	+$215K	3.89%	3
2025 Q1	$15.4M	Buy	310,003 +61,347	+25%	+$3.05M	4.24%	3
2024 Q4	$12.3M	Buy	+248,656	New	+$12.4M	3.28%	5

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

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 Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

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

BAM

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

Fairvoy Private Wealth's PULS Position: Q3 2026 in Review

Fairvoy Private Wealth reduced its PGIM Ultra Short Bond ETF (PULS) stake by 3.2% in Q3 2026, selling an estimated $543K and leaving 329,945 shares worth $16.3M. The position accounts for 3.29% of the portfolio, ranked #3.

Fairvoy Private Wealth first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.9M in Q2 2026. 110 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Fairvoy Private Wealth held 329,945 shares of PGIM Ultra Short Bond ETF worth $16.3M as of Q3 2026.
Fairvoy Private Wealth sold 10,951 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $543K.
PGIM Ultra Short Bond ETF made up 3.29% of Fairvoy Private Wealth's portfolio in Q3 2026, its #3 holding.
Fairvoy Private Wealth first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fairvoy Private Wealth's PGIM Ultra Short Bond ETF position peaked at $16.9M in Q2 2026.
110 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.