Novem Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Novem Group’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	$205K	Sell	4,145 -140	-3%	-$6.94K	0.02%	414
2026 Q2	$212K	Sell	4,285 -1,344	-24%	-$66.7K	0.02%	422
2026 Q1	$279K	Buy	5,629 +9	+0.2%	+$447	0.03%	364
2025 Q4	$279K	Sell	5,620 -294	-5%	-$14.6K	0.03%	350
2025 Q3	$295K	Buy	5,914 +9	+0.2%	+$447	0.03%	339
2025 Q2	$294K	Sell	5,905 -344	-6%	-$17.1K	0.04%	319
2025 Q1	$311K	Sell	6,249 -3,485	-36%	-$173K	0.04%	281
2024 Q4	$482K	Buy	+9,734	New	+$483K	0.07%	233

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

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

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

Novem Group's PULS Position: Q3 2026 in Review

Novem Group reduced its PGIM Ultra Short Bond ETF (PULS) stake by 3.3% in Q3 2026, selling an estimated $6.94K and leaving 4,145 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #414.

Novem Group first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. The position peaked at $482K in Q4 2024. 118 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Novem Group held 4,145 shares of PGIM Ultra Short Bond ETF worth $205K as of Q3 2026.
Novem Group sold 140 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $6.94K.
PGIM Ultra Short Bond ETF made up 0.02% of Novem Group's portfolio in Q3 2026, its #414 holding.
Novem Group first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
Novem Group's PGIM Ultra Short Bond ETF position peaked at $482K in Q4 2024.
118 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.