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

Mills 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
Q3 		$814K Buy
16,451
+826
+5% +$41K 0.26% 35
2026
Q2 		$774K Buy
+15,625
New +$775K 0.24% 36

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
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 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

Mills Wealth Advisors's PULS Position: Q3 2026 in Review

Mills Wealth Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 5.3% in Q3 2026, buying an estimated $41K and bringing the position to 16,451 shares worth $814K. The position accounts for 0.26% of the portfolio, ranked #35.

Mills Wealth Advisors first reported a position in PULS in Q2 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Mills Wealth Advisors held 16,451 shares of PGIM Ultra Short Bond ETF worth $814K as of Q3 2026.
  • Mills Wealth Advisors bought 826 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $41K.
  • PGIM Ultra Short Bond ETF made up 0.26% of Mills Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Mills Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.