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Advisor Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Advisor Group’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
2019
Q4 		$201K Buy
4,026
+2,944
+272% +$147K ﹤0.01% 2389
2019
Q3 		$54K Buy
1,082
+582
+116% +$29.2K ﹤0.01% 3343
2019
Q2 		$25K Hold
500
– – ﹤0.01% 3837
2019
Q1 		$25K Buy
+500
New +$25K ﹤0.01% 3862

Other funds holding PULS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BPWA
Beacon Pointe Wealth Advisors Newport Beach, California $543M AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisor Group's PULS Position: Q4 2019 in Review

Advisor Group increased its PGIM Ultra Short Bond ETF (PULS) stake by 272% in Q4 2019, buying an estimated $147K and bringing the position to 4,026 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Advisor Group first reported a position in PULS in Q1 2019 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold PULS as of Q4 2019.

  • Advisor Group held 4,026 shares of PGIM Ultra Short Bond ETF worth $201K as of Q4 2019.
  • Advisor Group bought 2,944 PGIM Ultra Short Bond ETF shares in Q4 2019, an estimated $147K.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2389 holding.
  • Advisor Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.