MAM
PULS icon

Milestone Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Milestone Asset Management’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 		$334K Sell
6,745
-406,111
-98% -$20.2M 0.05% 217
2026
Q1 		$20.4M Sell
412,856
-32,057
-7% -$1.59M 3.77% 3
2025
Q4 		$22.1M Sell
444,913
-72,804
-14% -$3.62M 4.16% 3
2025
Q3 		$25.8M Sell
517,717
-340,804
-40% -$16.9M 4.89% 3
2025
Q2 		$42.7M Buy
858,521
+622,310
+263% +$30.9M 9.03% 1
2025
Q1 		$11.7M Buy
236,211
+213,896
+959% +$10.6M 2.51% 6
2024
Q4 		$1.11M Buy
+22,315
New +$1.11M 0.24% 92

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
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 $19.6B AUM 18.11% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return
SPA
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