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Kozak & Associates’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Kozak & Associates’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 		$33 Buy
+1
New +$50 ﹤0.01% 426

Other funds holding PULS

LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Kozak & Associates's PULS Position: Q2 2026 in Review

Kozak & Associates opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 1 share worth $33. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

73 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Kozak & Associates held 1 share of PGIM Ultra Short Bond ETF worth $33 as of Q2 2026.
  • PGIM Ultra Short Bond ETF was a new Kozak & Associates position in Q2 2026.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #426 holding.
  • 73 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.