IRONWOOD WEALTH MANAGEMENT, INC. PULS — PGIM ETF TR

Ownership history in IRONWOOD WEALTH MANAGEMENT, INC.  ·  16 quarters on record

AI Ownership Summary

IRONWOOD WEALTH MANAGEMENT, INC. reported PGIM ETF TR (PULS) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.12% in 2025 Q1. The latest visible filing shows PULS at 9.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PULS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IRONWOOD WEALTH MANAGEMENT, INC.'s position in PGIM ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PULS was reported at 9.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.12% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PULS stock page IRONWOOD WEALTH MANAGEMENT, INC. fund profile IRONWOOD WEALTH MANAGEMENT, INC. full holdings
How IRONWOOD WEALTH MANAGEMENT, INC. held PULS — position size vs. price
% of Fund (quarterly)    PULS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 420,392 +1,500 +0.4% 9.34% $20.8M 2026-04-13 $49.26
2025 Q4 REDUCED — — — 418,892 -5,277 -1.2% 9.33% $20.8M 2026-01-14 $48.82
2025 Q3 ADDED — — — 424,169 +30,407 +7.7% 9.66% $21.1M 2025-10-14 $48.28
2025 Q2 ADDED — — — 393,762 +629 +0.2% 9.23% $19.5M 2025-07-16 $47.65
2025 Q1 REDUCED — — — 393,133 -6,475 -1.6% 10.12% $19.4M 2025-04-14 $46.83
2024 Q4 ADDED — — — 399,608 +15,344 +4.0% 9.78% $19.8M 2025-01-24 $46.59
2024 Q3 ADDED — — — 384,264 +7,946 +2.1% 9.34% $19.1M 2024-10-07 $45.84
2024 Q2 ADDED — — — 376,318 +4,945 +1.3% 9.44% $18.7M 2024-07-15 $45.21
2024 Q1 ADDED — — — 371,373 +7,987 +2.2% 9.65% $18.4M 2024-04-12 $44.55
2023 Q4 ADDED — — — 363,386 +6,567 +1.8% 9.84% $18.0M 2024-01-23 $43.93
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PULS

As of 2026 Q1 — sorted by position size

Lakeshore Financial Planning, Inc. 13.8% M Wealth Management, LLC 11.76% LeClair Wealth Partners LLC 11.71% Blue Water Asset Management 11.71% Crane Advisory, LLC 3Y 11.42% Pine Harbor Wealth Management, LLC 10.15% Bulwark Capital Corp 9.82% Main Street Group, LTD 9.59% Good Steward Wealth Advisors,LLC 8.93% Peak Planning Group, LLC 8.08%

FAQ About IRONWOOD WEALTH MANAGEMENT, INC. and PULS

These are the practical questions this page is built to answer before you even open the full history table.

How long has IRONWOOD WEALTH MANAGEMENT, INC. reported owning PULS?

IRONWOOD WEALTH MANAGEMENT, INC. reported PULS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PULS position in IRONWOOD WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for PULS was 10.12% in 2025 Q1.

What is the latest reported PULS position on this page?

The most recent filing on this page is 2026 Q1, when IRONWOOD WEALTH MANAGEMENT, INC. reported 420,392 shares, equal to 9.34% of portfolio, with an estimated market value of $20.8M.

What does the chart on this PULS ownership page compare?

The chart compares IRONWOOD WEALTH MANAGEMENT, INC.'s quarterly PULS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IRONWOOD WEALTH MANAGEMENT, INC. time their PULS position?

Based on 13F filing dates vs. subsequent PULS price moves, IRONWOOD WEALTH MANAGEMENT, INC. correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on PULS relative to SPY over the holding period was -10.1%.

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