Root Financial Partners
PULS icon

Root Financial Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Root Financial Partners’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 		– Sell
-60,972
Closed -$3.02M – 3837
2026
Q2 		$3.02M Buy
60,972
+59,524
+4,111% +$2.95M 0.12% 55
2026
Q1 		$71.7K Hold
1,448
– – ﹤0.01% 712
2025
Q4 		$71.8K Hold
1,448
– – ﹤0.01% 589
2025
Q3 		$72.2K Buy
+1,448
New +$72K ﹤0.01% 546

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Root Financial Partners's PULS Position: Q3 2026 in Review

Root Financial Partners sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2026, closing a stake of 60,972 shares — an estimated $3.02M sold.

Root Financial Partners first reported a position in PULS in Q3 2025 and held it in 4 quarters. The position peaked at $3.02M in Q2 2026. 208 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Root Financial Partners reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Root Financial Partners sold 60,972 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $3.02M.
  • Root Financial Partners first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and held it in 4 quarters.
  • Root Financial Partners's PGIM Ultra Short Bond ETF position peaked at $3.02M in Q2 2026.
  • 208 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.