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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$972K	Hold	19,632	–	–	0.39%	54
2025 Q4	$974K	Sell	19,632 -391	-2%	-$19.4K	0.41%	53
2025 Q3	$998K	Sell	20,023 -471	-2%	-$23.4K	0.44%	46
2025 Q2	$1.02M	Buy	20,494 +830	+4%	+$41.2K	0.57%	41
2025 Q1	$978K	Buy	19,664 +8,049	+69%	+$400K	0.59%	43
2024 Q4	$576K	Sell	11,615 -243	-2%	-$12.1K	0.36%	62
2024 Q3	$590K	Hold	11,858	–	–	0.36%	64
2024 Q2	$589K	Sell	11,858 -3,356	-22%	-$166K	0.38%	59
2024 Q1	$756K	Sell	15,214 -4,555	-23%	-$226K	0.49%	45
2023 Q4	$976K	Sell	19,769 -12,788	-39%	-$632K	0.74%	34
2023 Q3	$1.61M	Sell	32,557 -7,123	-18%	-$352K	1.35%	22
2023 Q2	$1.96M	Buy	+39,680	New	+$1.95M	1.63%	19