Wealthcare Advisory Partners
PULS icon

Wealthcare Advisory Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Wealthcare Advisory 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 		$5.43M Buy
109,775
+8,896
+9% +$441K 0.09% 189
2026
Q2 		$5M Sell
100,879
-295,807
-75% -$14.7M 0.09% 180
2026
Q1 		$19.6M Buy
396,686
+78,549
+25% +$3.9M 0.38% 51
2025
Q4 		$15.8M Buy
318,137
+66,780
+27% +$3.32M 0.31% 69
2025
Q3 		$12.5M Buy
251,357
+10,541
+4% +$524K 0.26% 77
2025
Q2 		$12M Buy
240,816
+10,134
+4% +$503K 0.27% 72
2025
Q1 		$11.5M Buy
230,682
+111,235
+93% +$5.52M 0.31% 69
2024
Q4 		$5.92M Buy
119,447
+47,470
+66% +$2.36M 0.16% 116
2024
Q3 		$3.58M Buy
71,977
+15,102
+27% +$750K 0.1% 177
2024
Q2 		$2.83M Buy
56,875
+5,938
+12% +$295K 0.09% 189
2024
Q1 		$2.53M Buy
50,937
+36,559
+254% +$1.81M 0.08% 201
2023
Q4 		$710K Buy
14,378
+2,209
+18% +$109K 0.03% 406
2023
Q3 		$602K Buy
+12,169
New +$601K 0.03% 391

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Financial Management Professionals
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Valeo Financial Advisors
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
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
PA
Prairie Advisory Leawood, Kansas $863M AUM
Navigation Group
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Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
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Wealthcare Advisory Partners's PULS Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 8.8% in Q3 2026, buying an estimated $441K and bringing the position to 109,775 shares worth $5.43M. The position accounts for 0.09% of the portfolio, ranked #189.

Wealthcare Advisory Partners first reported a position in PULS in Q3 2023 and has held it in 13 quarters since. The position peaked at $19.6M in Q1 2026. 216 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Wealthcare Advisory Partners held 109,775 shares of PGIM Ultra Short Bond ETF worth $5.43M as of Q3 2026.
  • Wealthcare Advisory Partners bought 8,896 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $441K.
  • PGIM Ultra Short Bond ETF made up 0.09% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #189 holding.
  • Wealthcare Advisory Partners first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealthcare Advisory Partners's PGIM Ultra Short Bond ETF position peaked at $19.6M in Q1 2026.
  • 216 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.