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 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

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return