Amplius Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Amplius Wealth Advisors’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
2023 Q3	–	Sell	-5,554	Closed	-$274K	–	168
2023 Q2	$274K	Sell	5,554 -4,000	-42%	-$197K	0.04%	129
2023 Q1	$471K	Buy	9,554 +2,774	+41%	+$137K	0.07%	101
2022 Q4	$333K	Hold	6,780	–	–	0.05%	113
2022 Q3	$333K	Sell	6,780 -409	-6%	-$20.1K	0.06%	109
2022 Q2	$352K	Sell	7,189 -84,190	-92%	-$4.14M	0.06%	119
2022 Q1	$4.5M	Sell	91,379 -29,379	-24%	-$1.45M	0.69%	33
2021 Q4	$5.98M	Buy	+120,758	New	+$5.99M	0.82%	26

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amplius Wealth Advisors's PULS Position: Q3 2023 in Review

Amplius Wealth Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2023, closing a stake of 5,554 shares — an estimated $274K sold.

Amplius Wealth Advisors first reported a position in PULS in Q4 2021 and held it in 7 quarters. The position peaked at $5.98M in Q4 2021. 234 funds tracked by Wall St. Rank hold PULS as of Q3 2023.

Amplius Wealth Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 5,554 PGIM Ultra Short Bond ETF shares in Q3 2023, an estimated $274K.
Amplius Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2021 and held it in 7 quarters.
Amplius Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $5.98M in Q4 2021.
234 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2023.

Based on Amplius Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.