Strategic Planning Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Strategic Planning Group’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	$240K	Buy	+4,850	New	+$241K	0.03%	72

Other funds holding PULS

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

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

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

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

Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

Strategic Planning Group's PULS Position: Q2 2026 in Review

Strategic Planning Group opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 4,850 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #72 among its holdings.

121 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Strategic Planning Group held 4,850 shares of PGIM Ultra Short Bond ETF worth $240K as of Q2 2026.
PGIM Ultra Short Bond ETF was a new Strategic Planning Group position in Q2 2026.
PGIM Ultra Short Bond ETF made up 0.03% of Strategic Planning Group's portfolio in Q2 2026, its #72 holding.
121 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.