Fortitude Advisory Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Fortitude Advisory 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 Q3	$4.58M	Sell	92,638 -84,945	-48%	-$4.21M	1.75%	10
2026 Q2	$8.8M	Buy	177,583 +102,702	+137%	+$5.1M	3.36%	4
2026 Q1	$3.71M	Sell	74,881 -2,663	-3%	-$132K	1.67%	8
2025 Q4	$3.85M	Buy	77,544 +2,507	+3%	+$125K	1.63%	10
2025 Q3	$3.74M	Sell	75,037 -6,907	-8%	-$343K	2.01%	7
2025 Q2	$4.08M	Sell	81,944 -3,615	-4%	-$179K	2.33%	6
2025 Q1	$4.23M	Buy	85,559 +7,897	+10%	+$392K	3.04%	6
2024 Q4	$3.85M	Buy	77,662 +45,893	+144%	+$2.28M	2.32%	7
2024 Q3	$1.58M	Sell	31,769 -6,828	-18%	-$339K	1%	17
2024 Q2	$1.92M	Buy	38,597 +17,726	+85%	+$879K	1.15%	13
2024 Q1	$1.04M	Buy	+20,871	New	+$1.03M	0.59%	23

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

Fortitude Advisory Group's PULS Position: Q3 2026 in Review

Fortitude Advisory Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 48% in Q3 2026, selling an estimated $4.21M and leaving 92,638 shares worth $4.58M. The position accounts for 1.75% of the portfolio, ranked #10.

Fortitude Advisory Group first reported a position in PULS in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.8M in Q2 2026. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Fortitude Advisory Group held 92,638 shares of PGIM Ultra Short Bond ETF worth $4.58M as of Q3 2026.
Fortitude Advisory Group sold 84,945 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $4.21M.
PGIM Ultra Short Bond ETF made up 1.75% of Fortitude Advisory Group's portfolio in Q3 2026, its #10 holding.
Fortitude Advisory Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 11 quarters since.
Fortitude Advisory Group's PGIM Ultra Short Bond ETF position peaked at $8.8M in Q2 2026.
155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.