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 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

Other funds holding PULS

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return