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 Q3	$4.06M	Hold	81,932	–	–	1.49%	15
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

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

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

Prairie Advisory Leawood, Kansas $863M 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

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Unique Wealth Strategies's PULS Position: Q3 2026 in Review

Unique Wealth Strategies held its PGIM Ultra Short Bond ETF (PULS) position steady in Q3 2026 at 81,932 shares worth $4.06M. The position accounts for 1.49% of the portfolio, ranked #15.

Unique Wealth Strategies first reported a position in PULS in Q1 2024 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Unique Wealth Strategies held 81,932 shares of PGIM Ultra Short Bond ETF worth $4.06M as of Q3 2026.
Unique Wealth Strategies left its PGIM Ultra Short Bond ETF share count unchanged in Q3 2026.
PGIM Ultra Short Bond ETF made up 1.49% of Unique Wealth Strategies's portfolio in Q3 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 11 quarters since.
155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.