SWIM
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Smallwood Wealth Investment Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Smallwood Wealth Investment 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
Q2 		$6.95M Buy
140,180
+29,058
+26% +$1.44M 3.03% 9
2026
Q1 		$5.5M Buy
111,122
+17,768
+19% +$883K 2.9% 8
2025
Q4 		$4.63M Sell
93,354
-9,787
-9% -$487K 2.42% 9
2025
Q3 		$5.14M Buy
103,141
+9,452
+10% +$470K 2.62% 7
2025
Q2 		$4.66M Sell
93,689
-4,808
-5% -$238K 2.66% 7
2025
Q1 		$4.9M Buy
98,497
+7,332
+8% +$364K 3.08% 6
2024
Q4 		$4.52M Sell
91,165
-14,791
-14% -$735K 3.08% 6
2024
Q3 		$5.27M Buy
105,956
+9,297
+10% +$462K 3.76% 6
2024
Q2 		$4.8M Sell
96,659
-2,868
-3% -$142K 3.71% 6
2024
Q1 		$4.95M Buy
99,527
+6,011
+6% +$298K 3.83% 6
2023
Q4 		$4.62M Sell
93,516
-13,595
-13% -$672K 3.82% 6
2023
Q3 		$5.3M Buy
107,111
+26,132
+32% +$1.29M 4.82% 5
2023
Q2 		$4M Buy
80,979
+29,406
+57% +$1.45M 3.57% 6
2023
Q1 		$2.54M Buy
51,573
+19,711
+62% +$971K 2.41% 9
2022
Q4 		$1.56M Sell
31,862
-8,523
-21% -$418K 1.32% 19
2022
Q3 		$1.98M Buy
+40,385
New +$1.98M 1.78% 11

Other funds holding PULS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Smallwood Wealth Investment Management's PULS Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 26% in Q2 2026, buying an estimated $1.44M and bringing the position to 140,180 shares worth $6.95M. The position accounts for 3.03% of the portfolio, ranked #9.

Smallwood Wealth Investment Management first reported a position in PULS in Q3 2022 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Smallwood Wealth Investment Management held 140,180 shares of PGIM Ultra Short Bond ETF worth $6.95M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 29,058 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.44M.
  • PGIM Ultra Short Bond ETF made up 3.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #9 holding.
  • Smallwood Wealth Investment Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 195 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.