Vista Investment Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Vista Investment Partners’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	$8.52M	Buy	+172,348	New	+$8.55M	2.22%	8
2026 Q2	–	Sell	-155,635	Closed	-$7.7M	–	184
2026 Q1	$7.7M	Buy	+155,635	New	+$7.73M	2.04%	8
2025 Q2	–	Sell	-87,165	Closed	-$4.33M	–	163
2025 Q1	$4.33M	Buy	+87,165	New	+$4.33M	1.32%	23
2024 Q4	–	Sell	-5,513	Closed	-$274K	–	163
2024 Q3	$274K	Buy	5,513 +645	+13%	+$32K	0.09%	131
2024 Q2	$242K	Buy	+4,868	New	+$241K	0.08%	138

Other funds holding PULS

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

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

Vista Investment Partners's PULS Position: Q3 2026 in Review

Vista Investment Partners opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q3 2026: 172,348 shares worth $8.52M. The stake represents 2.22% of the portfolio and ranks #8 among its holdings. This is a return to the name: Vista Investment Partners previously reported a position in PULS as recently as Q1 2026.

Vista Investment Partners first reported a position in PULS in Q2 2024 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Vista Investment Partners held 172,348 shares of PGIM Ultra Short Bond ETF worth $8.52M as of Q3 2026.
PGIM Ultra Short Bond ETF was a new Vista Investment Partners position in Q3 2026.
PGIM Ultra Short Bond ETF made up 2.22% of Vista Investment Partners's portfolio in Q3 2026, its #8 holding.
Vista Investment Partners first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 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 Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.