M Wealth Management LLC’s PGIM Ultra Short Bond ETF PULS Stock Holding History

M Wealth Management LLC’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	$14.6M	Buy	295,414 +10,707	+4%	+$531K	11.26%	2
2026 Q2	$14.1M	Buy	284,707 +2,525	+0.9%	+$125K	11.08%	2
2026 Q1	$14M	Sell	282,182 -37,045	-12%	-$1.84M	11.76%	2
2025 Q4	$15.8M	Sell	319,227 -9,975	-3%	-$496K	13.78%	2
2025 Q3	$16.4M	Buy	329,202 +8,294	+3%	+$412K	14.41%	2
2025 Q2	$16M	Sell	320,908 -5,342	-2%	-$265K	14.73%	2
2025 Q1	$16.2M	Buy	326,250 +28,488	+10%	+$1.41M	15.12%	2
2024 Q4	$14.8M	Buy	+297,762	New	+$14.8M	13.47%	2

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

BAM

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

M Wealth Management LLC's PULS Position: Q3 2026 in Review

M Wealth Management LLC increased its PGIM Ultra Short Bond ETF (PULS) stake by 3.8% in Q3 2026, buying an estimated $531K and bringing the position to 295,414 shares worth $14.6M. The position accounts for 11.26% of the portfolio, ranked #2.

M Wealth Management LLC first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.4M in Q3 2025. 109 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

M Wealth Management LLC held 295,414 shares of PGIM Ultra Short Bond ETF worth $14.6M as of Q3 2026.
M Wealth Management LLC bought 10,707 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $531K.
PGIM Ultra Short Bond ETF made up 11.26% of M Wealth Management LLC's portfolio in Q3 2026, its #2 holding.
M Wealth Management LLC first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's PGIM Ultra Short Bond ETF position peaked at $16.4M in Q3 2025.
109 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.