Insight Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Insight Wealth Partners’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	$948K	Buy	19,174 +200	+1%	+$9.9K	0.12%	66
2026 Q2	$940K	Sell	18,974 -658	-3%	-$32.7K	0.13%	61
2026 Q1	$972K	Hold	19,632	–	–	0.14%	54
2025 Q4	$974K	Sell	19,632 -391	-2%	-$19.4K	0.13%	53
2025 Q3	$998K	Sell	20,023 -471	-2%	-$23.4K	0.3%	46
2025 Q2	$1.02M	Buy	20,494 +830	+4%	+$41.2K	0.4%	41
2025 Q1	$978K	Buy	19,664 +8,049	+69%	+$400K	0.16%	43
2024 Q4	$576K	Sell	11,615 -243	-2%	-$12.1K	0.08%	62
2024 Q3	$590K	Hold	11,858	–	–	0.12%	64
2024 Q2	$589K	Sell	11,858 -3,356	-22%	-$166K	0.1%	59
2024 Q1	$756K	Sell	15,214 -4,555	-23%	-$226K	0.13%	45
2023 Q4	$976K	Sell	19,769 -12,788	-39%	-$632K	0.17%	34
2023 Q3	$1.61M	Sell	32,557 -7,123	-18%	-$352K	0.31%	22
2023 Q2	$1.96M	Buy	+39,680	New	+$1.95M	0.45%	19

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

Insight Wealth Partners's PULS Position: Q3 2026 in Review

Insight Wealth Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 1.1% in Q3 2026, buying an estimated $9.9K and bringing the position to 19,174 shares worth $948K. The position accounts for 0.12% of the portfolio, ranked #66.

Insight Wealth Partners first reported a position in PULS in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.96M in Q2 2023. 303 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Insight Wealth Partners held 19,174 shares of PGIM Ultra Short Bond ETF worth $948K as of Q3 2026.
Insight Wealth Partners bought 200 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $9.9K.
PGIM Ultra Short Bond ETF made up 0.12% of Insight Wealth Partners's portfolio in Q3 2026, its #66 holding.
Insight Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 14 quarters since.
Insight Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $1.96M in Q2 2023.
303 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.