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Stewardship Concepts Financial Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Stewardship Concepts Financial Services’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 		$2.3M Buy
+46,404
New +$2.3M 1.5% 21

Other funds holding PULS

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Stewardship Concepts Financial Services's PULS Position: Q3 2026 in Review

Stewardship Concepts Financial Services opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q3 2026: 46,404 shares worth $2.3M. The stake represents 1.5% of the portfolio and ranks #21 among its holdings.

20 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Stewardship Concepts Financial Services held 46,404 shares of PGIM Ultra Short Bond ETF worth $2.3M as of Q3 2026.
  • PGIM Ultra Short Bond ETF was a new Stewardship Concepts Financial Services position in Q3 2026.
  • PGIM Ultra Short Bond ETF made up 1.5% of Stewardship Concepts Financial Services's portfolio in Q3 2026, its #21 holding.
  • 20 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q3 2026, filed 6 Oct 2026.