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Lakeshore Financial Planning’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Lakeshore Financial Planning’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 		$41.7M Buy
843,157
+75,388
+10% +$3.74M 12.93% 2
2026
Q2 		$38M Sell
767,769
-1,170
-0.2% -$58.1K 12.25% 2
2026
Q1 		$38.1M Buy
768,939
+11,603
+2% +$576K 13.8% 2
2025
Q4 		$37.6M Buy
757,336
+25,174
+3% +$1.25M 13.42% 2
2025
Q3 		$36.5M Buy
732,162
+92,325
+14% +$4.59M 13.54% 2
2025
Q2 		$31.8M Sell
639,837
-66,783
-9% -$3.31M 12.8% 2
2025
Q1 		$35.1M Buy
706,620
+217,392
+44% +$10.8M 14.64% 2
2024
Q4 		$24.2M Buy
489,228
+114,581
+31% +$5.69M 10.34% 2
2024
Q3 		$18.6M Buy
374,647
+133,170
+55% +$6.61M 8.22% 3
2024
Q2 		$12M Buy
241,477
+110,882
+85% +$5.5M 5.86% 8
2024
Q1 		$6.49M Buy
130,595
+20,107
+18% +$996K 3.29% 10
2023
Q4 		$5.46M Buy
110,488
+24,220
+28% +$1.2M 3.03% 11
2023
Q3 		$4.27M Buy
+86,268
New +$4.26M 2.43% 11

Other funds holding PULS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Lakeshore Financial Planning's PULS Position: Q3 2026 in Review

Lakeshore Financial Planning increased its PGIM Ultra Short Bond ETF (PULS) stake by 9.8% in Q3 2026, buying an estimated $3.74M and bringing the position to 843,157 shares worth $41.7M. The position accounts for 12.93% of the portfolio, ranked #2.

Lakeshore Financial Planning first reported a position in PULS in Q3 2023 and has held it in 13 quarters since. 325 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Lakeshore Financial Planning held 843,157 shares of PGIM Ultra Short Bond ETF worth $41.7M as of Q3 2026.
  • Lakeshore Financial Planning bought 75,388 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $3.74M.
  • PGIM Ultra Short Bond ETF made up 12.93% of Lakeshore Financial Planning's portfolio in Q3 2026, its #2 holding.
  • Lakeshore Financial Planning first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 325 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.