Sigma Planning Corp
PULS icon

Sigma Planning Corp’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Sigma Planning Corp’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 		$4.26M Buy
86,167
+2,425
+3% +$120K 0.11% 190
2026
Q2 		$4.15M Buy
83,742
+3,475
+4% +$172K 0.1% 201
2026
Q1 		$3.97M Buy
80,267
+1,547
+2% +$76.8K 0.11% 197
2025
Q4 		$3.89M Buy
78,720
+5,431
+7% +$270K 0.11% 200
2025
Q3 		$3.65M Sell
73,289
-24,738
-25% -$1.23M 0.1% 207
2025
Q2 		$4.88M Sell
98,027
-14,433
-13% -$716K 0.15% 138
2025
Q1 		$5.59M Buy
112,460
+24,644
+28% +$1.22M 0.18% 114
2024
Q4 		$4.35M Sell
87,816
-29,266
-25% -$1.45M 0.14% 154
2024
Q3 		$5.83M Sell
117,082
-4,924
-4% -$244K 0.18% 113
2024
Q2 		$6.06M Buy
122,006
+75,199
+161% +$3.73M 0.19% 100
2024
Q1 		$2.33M Buy
46,807
+29,855
+176% +$1.48M 0.07% 270
2023
Q4 		$837K Sell
16,952
-36,102
-68% -$1.78M 0.07% 305
2023
Q3 		$2.63M Sell
53,054
-11,387
-18% -$562K 0.1% 217
2023
Q2 		$3.18M Sell
64,441
-14,808
-19% -$729K 0.11% 183
2023
Q1 		$3.91M Buy
79,249
+17,078
+27% +$841K 0.13% 169
2022
Q4 		$3.05M Buy
+62,171
New +$3.05M 0.11% 196

Other funds holding PULS

Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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
Prairie Advisory Leawood, Kansas $863M AUM
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Persium Advisors
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Sigma Planning Corp's PULS Position: Q3 2026 in Review

Sigma Planning Corp increased its PGIM Ultra Short Bond ETF (PULS) stake by 2.9% in Q3 2026, buying an estimated $120K and bringing the position to 86,167 shares worth $4.26M. The position accounts for 0.11% of the portfolio, ranked #190.

Sigma Planning Corp first reported a position in PULS in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.06M in Q2 2024. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Sigma Planning Corp held 86,167 shares of PGIM Ultra Short Bond ETF worth $4.26M as of Q3 2026.
  • Sigma Planning Corp bought 2,425 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $120K.
  • PGIM Ultra Short Bond ETF made up 0.11% of Sigma Planning Corp's portfolio in Q3 2026, its #190 holding.
  • Sigma Planning Corp first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Sigma Planning Corp's PGIM Ultra Short Bond ETF position peaked at $6.06M in Q2 2024.
  • 155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.