PULS β€” PGIM ETF TR

Ownership history in KWB Wealth  Β·  9 quarters on record

AI Ownership Summary

KWB Wealth reported PGIM ETF TR (PULS) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q2. The latest visible filing shows PULS at 0.04% 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.

What this PULS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KWB Wealth'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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

How KWB Wealth held PULS β€” position size vs. price
% of Fund (quarterly)    PULS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,340 -34 -0.4% 0.04% $414K 2026-04-08 $nan
2025 Q4 ADDED 8,374 +655 +8.5% 0.04% $415K 2026-01-12 $49.14
2025 Q3 ADDED 7,719 +371 +5.0% 0.04% $384K 2025-10-08 $48.56
2025 Q2 ADDED 7,348 +2,134 +40.9% 0.04% $365K 2025-07-17 $47.98
2025 Q1 REDUCED 5,214 -973 -15.7% 0.03% $258K 2025-04-10 $47.14
2024 Q4 REDUCED 6,187 -995 -13.9% 0.04% $308K 2025-01-14 $46.83
2024 Q3 REDUCED 7,182 -295 -3.9% 0.05% $357K 2024-10-07 $46.16
2024 Q2 UNCHANGED 7,477 β€” 0% 0.05% $372K 2024-07-24 $45.60
2024 Q1 INITIATED 7,477 β€” β€” 0.05% $372K 2024-04-19 $44.89

FAQ About KWB Wealth and PULS

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

How long has KWB Wealth reported owning PULS?

KWB Wealth reported PULS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PULS position in KWB Wealth's portfolio?

The largest reported portfolio weight for PULS was 0.05% in 2024 Q2.

What is the latest reported PULS position on this page?

The most recent filing on this page is 2026 Q1, when KWB Wealth reported 8,340 shares, equal to 0.04% of portfolio, with an estimated market value of $414K.

What does the chart on this PULS ownership page compare?

The chart compares KWB Wealth'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.

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