PULS — PGIM ETF TR

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  19 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in PGIM ETF TR (PULS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.98% (2025 Q4)
Avg. % of fund
0.5%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 180,791 +46,923 +35.1% 0.98% $9.0M $49.24
2025 Q3 ADDED 133,868 +33,698 +33.6% 0.75% $6.7M $48.69
2025 Q2 ADDED 100,170 +2,515 +2.6% 0.58% $5.0M $48.04
2025 Q1 ADDED 97,655 +18,753 +23.8% 0.60% $4.9M $47.44
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PULS price (monthly, adj. close)

Other funds also holding PULS

As of 2025 Q4 — sorted by position size

Blue Water Asset Management 14.72% Lakeshore Financial Planning, Inc. 13.42% Main Street Group, LTD 11.65% Crane Advisory, LLC 3Y 11.51% Pine Harbor Wealth Management, LLC 9.47% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.33% Vickerman Investment Advisors, Inc. 3Y 7.91% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 7.14% Live Oak Investment Partners 3Y 7.03% AMJ Financial Wealth Management 3Y 6.03%
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