WESPAC Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

WESPAC Advisors’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	$8.02M	Sell	162,200 -58,962	-27%	-$2.93M	4.06%	2
2026 Q2	$11M	Buy	221,162 +14,996	+7%	+$744K	5.34%	1
2026 Q1	$10.2M	Buy	206,166 +141,300	+218%	+$7.02M	5.59%	1
2025 Q4	$3.22M	Sell	64,866 -24,470	-27%	-$1.22M	1.74%	10
2025 Q3	$4.45M	Buy	89,336 +27,037	+43%	+$1.34M	2.6%	4
2025 Q2	$3.1M	Sell	62,299 -17,810	-22%	-$883K	2.17%	4
2025 Q1	$3.98M	Sell	80,109 -6,597	-8%	-$328K	3.25%	2
2024 Q4	$4.3M	Buy	+86,706	New	+$4.31M	3.16%	2

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

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 Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Navigation Group Redwood City, California $501M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

WESPAC Advisors's PULS Position: Q3 2026 in Review

WESPAC Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 27% in Q3 2026, selling an estimated $2.93M and leaving 162,200 shares worth $8.02M. The position accounts for 4.06% of the portfolio, ranked #2.

WESPAC Advisors first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. The position peaked at $11M in Q2 2026. 211 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

WESPAC Advisors held 162,200 shares of PGIM Ultra Short Bond ETF worth $8.02M as of Q3 2026.
WESPAC Advisors sold 58,962 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $2.93M.
PGIM Ultra Short Bond ETF made up 4.06% of WESPAC Advisors's portfolio in Q3 2026, its #2 holding.
WESPAC Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
WESPAC Advisors's PGIM Ultra Short Bond ETF position peaked at $11M in Q2 2026.
211 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.