PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s PGIM Ultra Short Bond ETF PULS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$20.7K	Buy	416 +1	+0.2%	+$50	0.01%	393
2026 Q1	$20.6K	Buy	415 +5	+1%	+$248	0.01%	363
2025 Q4	$20.4K	Buy	410 +4	+1%	+$199	0.01%	375
2025 Q3	$20.2K	Buy	+406	New	+$20.2K	0.01%	357
2024 Q1	–	Sell	-3,659	Closed	-$181K	–	364
2023 Q4	$181K	Buy	+3,659	New	+$181K	0.11%	99

Other funds holding PULS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PULS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its PGIM Ultra Short Bond ETF (PULS) stake by 0.24% in Q2 2026, buying an estimated $50 and bringing the position to 416 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #393.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PULS in Q4 2023 and has held it in 5 quarters since. The position peaked at $181K in Q4 2023. 301 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 416 shares of PGIM Ultra Short Bond ETF worth $20.7K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 PGIM Ultra Short Bond ETF share in Q2 2026, an estimated $50.
PGIM Ultra Short Bond ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #393 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 5 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PGIM Ultra Short Bond ETF position peaked at $181K in Q4 2023.
301 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.