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

Persium 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	$30.6M	Buy	+618,064	New	+$30.7M	16.01%	2

Other funds holding PULS

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Persium Advisors's PULS Position: Q3 2026 in Review

Persium Advisors opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q3 2026: 618,064 shares worth $30.6M. The stake represents 16.01% of the portfolio and ranks #2 among its holdings.

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

Persium Advisors held 618,064 shares of PGIM Ultra Short Bond ETF worth $30.6M as of Q3 2026.
PGIM Ultra Short Bond ETF was a new Persium Advisors position in Q3 2026.
PGIM Ultra Short Bond ETF made up 16.01% of Persium Advisors's portfolio in Q3 2026, its #2 holding.
20 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.