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

Financial Consulate’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	$21.4M	Buy	432,483 +5,306	+1%	+$263K	2.38%	13
2026 Q2	$21.2M	Buy	427,177 +31,366	+8%	+$1.56M	2.36%	13
2026 Q1	$19.6M	Buy	395,811 +166,101	+72%	+$8.25M	2.44%	13
2025 Q4	$11.4M	Sell	229,710 -20,708	-8%	-$1.03M	1.56%	15
2025 Q3	$12.5M	Buy	250,418 +131,386	+110%	+$6.53M	1.76%	13
2025 Q2	$5.92M	Buy	119,032 +1,608	+1%	+$79.7K	1.17%	14
2025 Q1	$5.84M	Sell	117,424 -230	-0.2%	-$11.4K	1.47%	13
2024 Q4	$5.83M	Buy	+117,654	New	+$5.84M	1.55%	12

Other funds holding PULS

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

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Financial Consulate's PULS Position: Q3 2026 in Review

Financial Consulate increased its PGIM Ultra Short Bond ETF (PULS) stake by 1.2% in Q3 2026, buying an estimated $263K and bringing the position to 432,483 shares worth $21.4M. The position accounts for 2.38% of the portfolio, ranked #13.

Financial Consulate first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Financial Consulate held 432,483 shares of PGIM Ultra Short Bond ETF worth $21.4M as of Q3 2026.
Financial Consulate bought 5,306 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $263K.
PGIM Ultra Short Bond ETF made up 2.38% of Financial Consulate's portfolio in Q3 2026, its #13 holding.
Financial Consulate first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.