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Unique Wealth Strategies’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Unique Wealth 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
Q2 		$4.06M Buy
81,932
+3,236
+4% +$161K 1.48% 15
2026
Q1 		$3.9M Buy
78,696
+7,046
+10% +$350K 1.58% 12
2025
Q4 		$3.55M Buy
71,650
+2,603
+4% +$129K 1.38% 15
2025
Q3 		$3.44M Buy
69,047
+1,340
+2% +$66.6K 1.33% 14
2025
Q2 		$3.37M Buy
67,707
+1,425
+2% +$70.7K 1.4% 13
2025
Q1 		$3.3M Buy
66,282
+1,635
+3% +$81.2K 1.5% 13
2024
Q4 		$3.2M Buy
64,647
+1,935
+3% +$96.1K 1.39% 15
2024
Q3 		$3.12M Buy
62,712
+6,216
+11% +$309K 1.32% 15
2024
Q2 		$2.81M Hold
56,496
– – 1.32% 14
2024
Q1 		$2.81M Buy
+56,496
New +$2.8M 1.37% 14

Other funds holding PULS

LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

Unique Wealth Strategies's PULS Position: Q2 2026 in Review

Unique Wealth Strategies increased its PGIM Ultra Short Bond ETF (PULS) stake by 4.1% in Q2 2026, buying an estimated $161K and bringing the position to 81,932 shares worth $4.06M. The position accounts for 1.48% of the portfolio, ranked #15.

Unique Wealth Strategies first reported a position in PULS in Q1 2024 and has held it in 10 quarters since. 80 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Unique Wealth Strategies held 81,932 shares of PGIM Ultra Short Bond ETF worth $4.06M as of Q2 2026.
  • Unique Wealth Strategies bought 3,236 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $161K.
  • PGIM Ultra Short Bond ETF made up 1.48% of Unique Wealth Strategies's portfolio in Q2 2026, its #15 holding.
  • Unique Wealth Strategies first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 80 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.