SteelPeak Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

SteelPeak Wealth’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	$2.27M	Buy	45,732 +32,646	+249%	+$1.62M	0.06%	220
2026 Q1	$650K	Sell	13,086 -7,494	-36%	-$372K	0.02%	350
2025 Q4	$1.03M	Sell	20,580 -1,680	-8%	-$83.5K	0.03%	270
2025 Q3	$1.11M	Buy	22,260 +5,195	+30%	+$258K	0.04%	277
2025 Q2	$849K	Sell	17,065 -1,561	-8%	-$77.4K	0.03%	293
2025 Q1	$926K	Buy	18,626 +14,126	+314%	+$701K	0.04%	265
2024 Q4	$224K	Buy	+4,500	New	+$224K	0.01%	469
2024 Q3	–	Sell	-20,614	Closed	-$1.02M	–	592
2024 Q2	$1.02M	Buy	+20,614	New	+$1.02M	0.05%	227

Other funds holding PULS

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return