Innovative Wealth Building
PULS icon

Innovative Wealth Building’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Innovative Wealth Building’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 		$8.14M Buy
164,484
+2,028
+1% +$101K 4.5% 3
2026
Q2 		$8.05M Buy
162,456
+12,414
+8% +$616K 4.68% 3
2026
Q1 		$7.43M Buy
150,042
+5,650
+4% +$281K 5.22% 3
2025
Q4 		$7.16M Buy
144,392
+2,928
+2% +$146K 5.22% 3
2025
Q3 		$7.05M Buy
141,464
+14,529
+11% +$722K 5.49% 2
2025
Q2 		$6.32M Buy
126,935
+70,359
+124% +$3.49M 5.24% 4
2025
Q1 		$2.81M Buy
56,576
+21,760
+63% +$1.08M 2.59% 12
2024
Q4 		$1.73M Buy
+34,816
New +$1.73M 1.56% 15

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Innovative Wealth Building's PULS Position: Q3 2026 in Review

Innovative Wealth Building increased its PGIM Ultra Short Bond ETF (PULS) stake by 1.2% in Q3 2026, buying an estimated $101K and bringing the position to 164,484 shares worth $8.14M. The position accounts for 4.5% of the portfolio, ranked #3.

Innovative Wealth Building first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. 448 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Innovative Wealth Building held 164,484 shares of PGIM Ultra Short Bond ETF worth $8.14M as of Q3 2026.
  • Innovative Wealth Building bought 2,028 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $101K.
  • PGIM Ultra Short Bond ETF made up 4.5% of Innovative Wealth Building's portfolio in Q3 2026, its #3 holding.
  • Innovative Wealth Building first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 448 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.