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Planning Strategies Inc.’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Planning Strategies Inc.’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 		$8.87K Buy
+179
New +$8.88K 0.01% 341

Other funds holding PULS

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

Planning Strategies Inc.'s PULS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 179 shares worth $8.87K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings.

197 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Planning Strategies Inc. held 179 shares of PGIM Ultra Short Bond ETF worth $8.87K as of Q2 2026.
  • PGIM Ultra Short Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • PGIM Ultra Short Bond ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #341 holding.
  • 197 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.