Next Level Private’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Next Level Private’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	$523K	Buy	+10,573	New	+$525K	0.1%	120

Other funds holding PULS

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

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

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

Next Level Private's PULS Position: Q3 2026 in Review

Next Level Private opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q3 2026: 10,573 shares worth $523K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings.

155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Next Level Private held 10,573 shares of PGIM Ultra Short Bond ETF worth $523K as of Q3 2026.
PGIM Ultra Short Bond ETF was a new Next Level Private position in Q3 2026.
PGIM Ultra Short Bond ETF made up 0.1% of Next Level Private's portfolio in Q3 2026, its #120 holding.
155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.