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

Founders Financial Securities’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	$896K	Sell	18,124 -3,116	-15%	-$155K	0.04%	325
2026 Q2	$1.05M	Sell	21,240 -3,364	-14%	-$167K	0.05%	294
2026 Q1	$1.22M	Buy	24,604 +8,339	+51%	+$414K	0.07%	258
2025 Q4	$807K	Buy	16,265 +3,246	+25%	+$161K	0.05%	318
2025 Q3	$649K	Buy	13,019 +1,372	+12%	+$68.2K	0.04%	311
2025 Q2	$580K	Buy	11,647 +20	+0.2%	+$992	0.04%	316
2025 Q1	$577K	Buy	11,627 +7,313	+170%	+$363K	0.05%	299
2024 Q4	$214K	Buy	+4,314	New	+$214K	0.02%	415

Other funds holding PULS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

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

Founders Financial Securities's PULS Position: Q3 2026 in Review

Founders Financial Securities reduced its PGIM Ultra Short Bond ETF (PULS) stake by 15% in Q3 2026, selling an estimated $155K and leaving 18,124 shares worth $896K. The position accounts for 0.04% of the portfolio, ranked #325.

Founders Financial Securities first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q1 2026. 303 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Founders Financial Securities held 18,124 shares of PGIM Ultra Short Bond ETF worth $896K as of Q3 2026.
Founders Financial Securities sold 3,116 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $155K.
PGIM Ultra Short Bond ETF made up 0.04% of Founders Financial Securities's portfolio in Q3 2026, its #325 holding.
Founders Financial Securities first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
Founders Financial Securities's PGIM Ultra Short Bond ETF position peaked at $1.22M in Q1 2026.
303 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.