Valeo Financial Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Valeo Financial Advisors’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	$45.2M	Buy	914,811 +239,190	+35%	+$11.9M	0.95%	21
2026 Q2	$33.5M	Buy	675,621 +58,712	+10%	+$2.91M	0.71%	27
2026 Q1	$30.5M	Buy	616,909 +85,618	+16%	+$4.25M	0.73%	26
2025 Q4	$26.3M	Buy	531,291 +487,841	+1,123%	+$24.3M	0.59%	28
2025 Q3	$2.17M	Buy	+43,450	New	+$2.16M	0.05%	158

Other funds holding PULS

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Valeo Financial Advisors's PULS Position: Q3 2026 in Review

Valeo Financial Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 35% in Q3 2026, buying an estimated $11.9M and bringing the position to 914,811 shares worth $45.2M. The position accounts for 0.95% of the portfolio, ranked #21.

Valeo Financial Advisors first reported a position in PULS in Q3 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Valeo Financial Advisors held 914,811 shares of PGIM Ultra Short Bond ETF worth $45.2M as of Q3 2026.
Valeo Financial Advisors bought 239,190 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $11.9M.
PGIM Ultra Short Bond ETF made up 0.95% of Valeo Financial Advisors's portfolio in Q3 2026, its #21 holding.
Valeo Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.