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Petros Family Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Petros Family Wealth’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
Q2 		$1.38M Buy
27,853
+950
+4% +$47.1K 0.84% 33
2026
Q1 		$1.33M Buy
26,903
+1,372
+5% +$68.2K 0.95% 32
2025
Q4 		$1.27M Buy
+25,531
New +$1.27M 0.84% 32

Other funds holding PULS

CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Petros Family Wealth's PULS Position: Q2 2026 in Review

Petros Family Wealth increased its PGIM Ultra Short Bond ETF (PULS) stake by 3.5% in Q2 2026, buying an estimated $47.1K and bringing the position to 27,853 shares worth $1.38M. The position accounts for 0.84% of the portfolio, ranked #33.

Petros Family Wealth first reported a position in PULS in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Petros Family Wealth held 27,853 shares of PGIM Ultra Short Bond ETF worth $1.38M as of Q2 2026.
  • Petros Family Wealth bought 950 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $47.1K.
  • PGIM Ultra Short Bond ETF made up 0.84% of Petros Family Wealth's portfolio in Q2 2026, its #33 holding.
  • Petros Family Wealth first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.