WPG Advisers’s PGIM Ultra Short Bond ETF PULS Stock Holding History

WPG Advisers’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	$3.68M	Sell	74,414 -5,105	-6%	-$253K	2%	13
2026 Q2	$3.94M	Sell	79,519 -8,047	-9%	-$399K	2.32%	8
2026 Q1	$4.33M	Buy	87,566 +31,951	+57%	+$1.59M	3.19%	7
2025 Q4	$2.76M	Buy	55,615 +41,415	+292%	+$2.06M	2.05%	11
2025 Q3	$708K	Hold	14,200	–	–	0.55%	31
2025 Q2	$707K	Buy	+14,200	New	+$704K	0.6%	28

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

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

Prairie Advisory Leawood, Kansas $863M 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

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

WPG Advisers's PULS Position: Q3 2026 in Review

WPG Advisers reduced its PGIM Ultra Short Bond ETF (PULS) stake by 6.4% in Q3 2026, selling an estimated $253K and leaving 74,414 shares worth $3.68M. The position accounts for 2% of the portfolio, ranked #13.

WPG Advisers first reported a position in PULS in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.33M in Q1 2026. 178 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

WPG Advisers held 74,414 shares of PGIM Ultra Short Bond ETF worth $3.68M as of Q3 2026.
WPG Advisers sold 5,105 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $253K.
PGIM Ultra Short Bond ETF made up 2% of WPG Advisers's portfolio in Q3 2026, its #13 holding.
WPG Advisers first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 6 quarters since.
WPG Advisers's PGIM Ultra Short Bond ETF position peaked at $4.33M in Q1 2026.
178 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.