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

Financial Planning Navigators’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	$2.59M	Buy	+52,408	New	+$2.6M	0.94%	19

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

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

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Financial Planning Navigators's PULS Position: Q3 2026 in Review

Financial Planning Navigators opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q3 2026: 52,408 shares worth $2.59M. The stake represents 0.94% of the portfolio and ranks #19 among its holdings.

97 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Financial Planning Navigators held 52,408 shares of PGIM Ultra Short Bond ETF worth $2.59M as of Q3 2026.
PGIM Ultra Short Bond ETF was a new Financial Planning Navigators position in Q3 2026.
PGIM Ultra Short Bond ETF made up 0.94% of Financial Planning Navigators's portfolio in Q3 2026, its #19 holding.
97 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Financial Planning Navigators's 13F filing for Q3 2026, filed 14 Oct 2026.