Genesis Private Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Genesis Private Wealth’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	$2.67M	Buy	53,817 +2,162	+4%	+$107K	0.75%	36
2026 Q1	$2.56M	Buy	51,655 +82	+0.2%	+$4.07K	0.8%	35
2025 Q4	$2.56M	Buy	51,573 +4,508	+10%	+$224K	0.79%	38
2025 Q3	$2.35M	Buy	47,065 +1,136	+2%	+$56.5K	0.99%	30
2025 Q2	$2.29M	Buy	45,929 +540	+1%	+$26.8K	1.08%	28
2025 Q1	$2.26M	Buy	45,389 +1,898	+4%	+$94.3K	1.2%	26
2024 Q4	$2.15M	Buy	+43,491	New	+$2.16M	1.19%	25

Other funds holding PULS

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return