Strategic Planning Group
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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
Q3 		$456K Buy
9,209
+4,359
+90% +$216K 0.05% 60
2026
Q2 		$240K Buy
+4,850
New +$241K 0.03% 72

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

Strategic Planning Group's PULS Position: Q3 2026 in Review

Strategic Planning Group increased its PGIM Ultra Short Bond ETF (PULS) stake by 90% in Q3 2026, buying an estimated $216K and bringing the position to 9,209 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #60.

Strategic Planning Group first reported a position in PULS in Q2 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Strategic Planning Group held 9,209 shares of PGIM Ultra Short Bond ETF worth $456K as of Q3 2026.
  • Strategic Planning Group bought 4,359 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $216K.
  • PGIM Ultra Short Bond ETF made up 0.05% of Strategic Planning Group's portfolio in Q3 2026, its #60 holding.
  • Strategic Planning Group first reported a position in PGIM Ultra Short Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.