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

Sheets Smith 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 		$10.9M Buy
220,744
+18,938
+9% +$940K 1.14% 14
2026
Q2 		$10M Buy
201,806
+6,826
+4% +$339K 1% 15
2026
Q1 		$9.65M Buy
194,980
+14,189
+8% +$705K 1.09% 16
2025
Q4 		$8.97M Buy
180,791
+46,923
+35% +$2.33M 0.98% 22
2025
Q3 		$6.67M Buy
133,868
+33,698
+34% +$1.68M 0.76% 32
2025
Q2 		$4.98M Buy
100,170
+2,515
+3% +$125K 0.58% 44
2025
Q1 		$4.86M Buy
97,655
+18,753
+24% +$931K 0.6% 45
2024
Q4 		$3.91M Buy
78,902
+1,684
+2% +$83.6K 0.48% 53
2024
Q3 		$3.84M Sell
77,218
-3,418
-4% -$170K 0.47% 55
2024
Q2 		$4.01M Sell
80,636
-5,865
-7% -$291K 0.48% 55
2024
Q1 		$4.3M Buy
86,501
+19,541
+29% +$968K 0.48% 53
2023
Q4 		$3.31M Sell
66,960
-1,330
-2% -$65.7K 0.47% 57
2023
Q3 		$3.38M Sell
68,290
-5,087
-7% -$251K 0.51% 52
2023
Q2 		$3.63M Buy
73,377
+1,938
+3% +$95.5K 0.53% 51
2023
Q1 		$3.52M Buy
71,439
+23,271
+48% +$1.15M 0.54% 48
2022
Q4 		$2.37M Sell
48,168
-7,107
-13% -$349K 0.37% 67
2022
Q3 		$2.71M Buy
55,275
+3,004
+6% +$147K 0.45% 56
2022
Q2 		$2.56M Sell
52,271
-1,009
-2% -$49.6K 0.42% 58
2022
Q1 		$2.62M Sell
53,280
-800
-1% -$39.5K 0.36% 71
2021
Q4 		$2.68M Sell
54,080
-500
-0.9% -$24.8K 0.33% 72
2021
Q3 		$2.71M Buy
54,580
+175
+0.3% +$8.7K 0.37% 67
2021
Q2 		$2.71M Buy
+54,405
New +$2.71M 0.36% 69

Other funds holding PULS

CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sheets Smith Wealth Management's PULS Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 9.4% in Q3 2026, buying an estimated $940K and bringing the position to 220,744 shares worth $10.9M. The position accounts for 1.14% of the portfolio, ranked #14.

Sheets Smith Wealth Management first reported a position in PULS in Q2 2021 and has held it in 22 quarters since. 78 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Sheets Smith Wealth Management held 220,744 shares of PGIM Ultra Short Bond ETF worth $10.9M as of Q3 2026.
  • Sheets Smith Wealth Management bought 18,938 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $940K.
  • PGIM Ultra Short Bond ETF made up 1.14% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Sheets Smith Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • 78 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.