Wealth Enhancement Advisory Services
PULS icon

Wealth Enhancement Advisory Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Wealth Enhancement Advisory Services’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 		$11M Sell
222,928
-4,042
-2% -$201K 0.02% 690
2026
Q2 		$11.3M Buy
226,970
+63,569
+39% +$3.15M 0.02% 625
2026
Q1 		$8.09M Sell
163,401
-33,137
-17% -$1.65M 0.02% 674
2025
Q4 		$9.8M Buy
196,538
+188
+0.1% +$9.35K 0.01% 704
2025
Q3 		$9.8M Sell
196,350
-106,783
-35% -$5.31M 0.01% 670
2025
Q2 		$15M Buy
303,133
+31,983
+12% +$1.59M 0.02% 509
2025
Q1 		$13.5M Buy
271,150
+93,244
+52% +$4.63M 0.03% 506
2024
Q4 		$8.82M Buy
177,906
+7,156
+4% +$355K 0.02% 604
2024
Q3 		$8.5M Sell
170,750
-79,836
-32% -$3.96M 0.02% 564
2024
Q2 		$12.5M Buy
250,586
+14,840
+6% +$736K 0.03% 426
2024
Q1 		$11.7M Sell
235,746
-18,049
-7% -$894K 0.03% 431
2023
Q4 		$12.5M Buy
253,795
+83,702
+49% +$4.14M 0.04% 380
2023
Q3 		$8.42M Buy
+170,093
New +$8.4M 0.03% 447

Other funds holding PULS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's PULS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its PGIM Ultra Short Bond ETF (PULS) stake by 1.8% in Q3 2026, selling an estimated $201K and leaving 222,928 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #690.

Wealth Enhancement Advisory Services first reported a position in PULS in Q3 2023 and has held it in 13 quarters since. The position peaked at $15M in Q2 2025. 303 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 222,928 shares of PGIM Ultra Short Bond ETF worth $11M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 4,042 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $201K.
  • PGIM Ultra Short Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #690 holding.
  • Wealth Enhancement Advisory Services first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's PGIM Ultra Short Bond ETF position peaked at $15M in Q2 2025.
  • 303 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.