Perigon Wealth Management
PULS icon

Perigon Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Perigon Wealth 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
Q3 		$7.89M Buy
159,567
+3,231
+2% +$160K 0.12% 150
2026
Q2 		$7.75M Buy
156,336
+7,411
+5% +$368K 0.12% 161
2026
Q1 		$7.37M Buy
148,925
+60,043
+68% +$2.98M 0.13% 152
2025
Q4 		$4.41M Buy
88,882
+2,129
+2% +$106K 0.08% 229
2025
Q3 		$4.32M Sell
86,753
-5,785
-6% -$288K 0.09% 222
2025
Q2 		$4.6M Buy
92,538
+546
+0.6% +$27.1K 0.11% 176
2025
Q1 		$4.57M Buy
91,992
+26,379
+40% +$1.31M 0.12% 172
2024
Q4 		$3.26M Buy
65,613
+44,321
+208% +$2.2M 0.08% 230
2024
Q3 		$1.06M Buy
21,292
+7,966
+60% +$395K 0.03% 419
2024
Q2 		$662K Buy
+13,326
New +$661K 0.02% 465

Other funds holding PULS

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
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Persium Advisors
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Perigon Wealth Management's PULS Position: Q3 2026 in Review

Perigon Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 2.1% in Q3 2026, buying an estimated $160K and bringing the position to 159,567 shares worth $7.89M. The position accounts for 0.12% of the portfolio, ranked #150.

Perigon Wealth Management first reported a position in PULS in Q2 2024 and has held it in 10 quarters since. 171 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Perigon Wealth Management held 159,567 shares of PGIM Ultra Short Bond ETF worth $7.89M as of Q3 2026.
  • Perigon Wealth Management bought 3,231 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $160K.
  • PGIM Ultra Short Bond ETF made up 0.12% of Perigon Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Perigon Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • 171 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

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