MFA Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

MFA Wealth Advisors’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	$279K	Sell	5,624 -7,734	-58%	-$384K	0.05%	83
2026 Q1	$661K	Sell	13,358 -44,037	-77%	-$2.19M	0.13%	57
2025 Q4	$2.85M	Sell	57,395 -39,114	-41%	-$1.94M	0.6%	33
2025 Q3	$4.81M	Buy	96,509 +1,057	+1%	+$52.5K	1.05%	25
2025 Q2	$4.75M	Sell	95,452 -4,463	-4%	-$221K	1.11%	25
2025 Q1	$4.97M	Buy	99,915 +1,389	+1%	+$69K	1.23%	19
2024 Q4	$4.88M	Buy	98,526 +4,338	+5%	+$215K	1.25%	21
2024 Q3	$4.69M	Sell	94,188 -3,351	-3%	-$166K	1.03%	25
2024 Q2	$4.85M	Buy	97,539 +2,147	+2%	+$107K	1.06%	26
2024 Q1	$4.74M	Buy	95,392 +5,235	+6%	+$259K	1.25%	23
2023 Q4	$4.45M	Sell	90,157 -553	-0.6%	-$27.3K	1.25%	20
2023 Q3	$4.49M	Sell	90,710 -350	-0.4%	-$17.3K	1.39%	20
2023 Q2	$4.5M	Buy	91,060 +3,373	+4%	+$166K	1.42%	21
2023 Q1	$4.32M	Buy	87,687 +3,061	+4%	+$151K	1.42%	19
2022 Q4	$4.16M	Sell	84,626 -2,651	-3%	-$130K	1.5%	20
2022 Q3	$4.28M	Buy	87,277 +377	+0.4%	+$18.5K	1.59%	18
2022 Q2	$4.26M	Sell	86,900 -1,687	-2%	-$82.9K	1.56%	20
2022 Q1	$4.36M	Buy	+88,587	New	+$4.37M	1.39%	23

Other funds holding PULS

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return