Summit Wealth Group (Colorado)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Summit Wealth Group (Colorado)’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	$938K	Sell	18,966 -178	-0.9%	-$8.83K	0.06%	175
2026 Q2	$949K	Sell	19,144 -846	-4%	-$42K	0.08%	135
2026 Q1	$989K	Sell	19,990 -649	-3%	-$32.2K	0.1%	108
2025 Q4	$1.02M	Sell	20,639 -191,731	-90%	-$9.5M	0.14%	95
2025 Q3	$10.5M	Buy	212,370 +183,634	+639%	+$9.13M	1.11%	17
2025 Q2	$1.43M	Buy	+28,736	New	+$1.43M	0.36%	68

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

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

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Navigation Group Redwood City, California $501M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PULS Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its PGIM Ultra Short Bond ETF (PULS) stake by 0.93% in Q3 2026, selling an estimated $8.83K and leaving 18,966 shares worth $938K. The position accounts for 0.06% of the portfolio, ranked #175.

Summit Wealth Group (Colorado) first reported a position in PULS in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.5M in Q3 2025. 207 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Summit Wealth Group (Colorado) held 18,966 shares of PGIM Ultra Short Bond ETF worth $938K as of Q3 2026.
Summit Wealth Group (Colorado) sold 178 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $8.83K.
PGIM Ultra Short Bond ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #175 holding.
Summit Wealth Group (Colorado) first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 6 quarters since.
Summit Wealth Group (Colorado)'s PGIM Ultra Short Bond ETF position peaked at $10.5M in Q3 2025.
207 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.