Wealth Enhancement Advisory Services
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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
Q1 		$8.09M Sell
163,401
-33,137
-17% -$1.65M 0.02% 674
2025
Q4 		$9.75M Buy
196,538
+188
+0.1% +$9.35K 0.01% 704
2025
Q3 		$9.76M 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

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LPL Financial
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Bank of America
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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return