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

Shore Point 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	$12.4M	Buy	252,696 +10,271	+4%	+$510K	3.92%	7
2026 Q2	$11.9M	Buy	242,425 +31,543	+15%	+$1.57M	4.06%	6
2026 Q1	$10.4M	Buy	210,882 +147,172	+231%	+$7.31M	4.12%	6
2025 Q4	$3.16M	Buy	63,710 +53,635	+532%	+$2.67M	1.34%	19
2025 Q3	$502K	Buy	10,075 +850	+9%	+$42.3K	0.22%	45
2025 Q2	$459K	Buy	9,225 +3,212	+53%	+$159K	0.22%	45
2025 Q1	$299K	Buy	+6,013	New	+$299K	0.16%	55

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

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 Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Shore Point Advisors's PULS Position: Q3 2026 in Review

Shore Point Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 4.2% in Q3 2026, buying an estimated $510K and bringing the position to 252,696 shares worth $12.4M. The position accounts for 3.92% of the portfolio, ranked #7.

Shore Point Advisors first reported a position in PULS in Q1 2025 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Shore Point Advisors held 252,696 shares of PGIM Ultra Short Bond ETF worth $12.4M as of Q3 2026.
Shore Point Advisors bought 10,271 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $510K.
PGIM Ultra Short Bond ETF made up 3.92% of Shore Point Advisors's portfolio in Q3 2026, its #7 holding.
Shore Point Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.