TradeWell Securities’s PGIM Ultra Short Bond ETF PULS Stock Holding History

TradeWell Securities’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	$2.07M	Buy	41,943 +4,921	+13%	+$244K	0.7%	22
2026 Q2	$1.83M	Buy	37,022 +3,034	+9%	+$151K	0.65%	22
2026 Q1	$1.69M	Buy	33,988 +2,541	+8%	+$126K	0.71%	20
2025 Q4	$1.56M	Buy	31,447 +3,229	+11%	+$161K	0.61%	23
2025 Q3	$1.4M	Buy	28,218 +5,920	+27%	+$294K	0.59%	22
2025 Q2	$1.11M	Buy	22,298 +216	+1%	+$10.7K	0.53%	22
2025 Q1	$1.1M	Buy	22,082 +3,312	+18%	+$164K	0.6%	21
2024 Q4	$930K	Buy	+18,770	New	+$932K	0.48%	21

Other funds holding PULS

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

TradeWell Securities's PULS Position: Q3 2026 in Review

TradeWell Securities increased its PGIM Ultra Short Bond ETF (PULS) stake by 13% in Q3 2026, buying an estimated $244K and bringing the position to 41,943 shares worth $2.07M. The position accounts for 0.7% of the portfolio, ranked #22.

TradeWell Securities first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

TradeWell Securities held 41,943 shares of PGIM Ultra Short Bond ETF worth $2.07M as of Q3 2026.
TradeWell Securities bought 4,921 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $244K.
PGIM Ultra Short Bond ETF made up 0.7% of TradeWell Securities's portfolio in Q3 2026, its #22 holding.
TradeWell Securities first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.