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 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

Other funds holding PULS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

Root Financial Partners's PULS Position: Q2 2026 in Review

Root Financial Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 4,111% in Q2 2026, buying an estimated $2.95M and bringing the position to 60,972 shares worth $3.02M. The position accounts for 0.12% of the portfolio, ranked #55.

Root Financial Partners first reported a position in PULS in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Root Financial Partners held 60,972 shares of PGIM Ultra Short Bond ETF worth $3.02M as of Q2 2026.
Root Financial Partners bought 59,524 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.95M.
PGIM Ultra Short Bond ETF made up 0.12% of Root Financial Partners's portfolio in Q2 2026, its #55 holding.
Root Financial Partners first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.