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Summit Financial Strategies’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Summit Financial Strategies’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 		$1.48M Buy
29,999
+14,924
+99% +$740K 0.1% 63
2026
Q2 		$747K Sell
15,075
-4,538
-23% -$225K 0.05% 82
2026
Q1 		$971K Buy
19,613
+3,374
+21% +$168K 0.08% 71
2025
Q4 		$805K Buy
16,239
+3,544
+28% +$176K 0.07% 73
2025
Q3 		$633K Buy
12,695
+994
+8% +$49.4K 0.05% 79
2025
Q2 		$582K Buy
11,701
+4,389
+60% +$218K 0.05% 80
2025
Q1 		$364K Buy
+7,312
New +$363K 0.04% 102

Other funds holding PULS

CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

Summit Financial Strategies's PULS Position: Q3 2026 in Review

Summit Financial Strategies increased its PGIM Ultra Short Bond ETF (PULS) stake by 99% in Q3 2026, buying an estimated $740K and bringing the position to 29,999 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #63.

Summit Financial Strategies first reported a position in PULS in Q1 2025 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Summit Financial Strategies held 29,999 shares of PGIM Ultra Short Bond ETF worth $1.48M as of Q3 2026.
  • Summit Financial Strategies bought 14,924 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $740K.
  • PGIM Ultra Short Bond ETF made up 0.1% of Summit Financial Strategies's portfolio in Q3 2026, its #63 holding.
  • Summit Financial Strategies first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.