SEC 13F Intelligence

M Wealth Management, LLC / PULS

M Wealth Management, LLC’s Pgim Etf Tr Position

Does M Wealth Management, LLC own Pgim Etf Tr (PULS)? Yes — 282.2K shares worth $14M (+11.76% of its 13F portfolio) as of Q1 2026, down from 319.2K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
282.2K
% of Portfolio
+11.76%
Quarters Held
6
currently held

Position History PULS

Reported value by quarter
Q4 ’24: $15MQ4 ’24Q1 ’25: $16MQ1 ’25Q2 ’25: $16MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026282.2K$14M+11.76%
Q4 2025319.2K$16M+13.78%
Q3 2025329.2K$16M+14.41%
Q2 2025320.9K$16M+14.73%
Q1 2025326.3K$16M+15.12%
Q4 2024297.8K$15M+13.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Wealth Management, LLC’s full portfolio or all institutional holders of PULS.