Asset Planning Services (Pennsylvania)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021 Q4	$7.32M	Buy	147,876 +28,035	+23%	+$1.39M	3.38%	8
2021 Q3	$5.95M	Buy	119,841 +9,441	+9%	+$469K	2.86%	11
2021 Q2	$5.49M	Buy	110,400 +56,012	+103%	+$2.79M	2.64%	11
2021 Q1	$2.71M	Buy	+54,388	New	+$2.71M	1.25%	19

Other funds holding PULS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s PULS Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its PGIM Ultra Short Bond ETF (PULS) stake by 23% in Q4 2021, buying an estimated $1.39M and bringing the position to 147,876 shares worth $7.32M. The position accounts for 3.38% of the portfolio, ranked #8.

Asset Planning Services (Pennsylvania) first reported a position in PULS in Q1 2021 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold PULS as of Q4 2021.

Asset Planning Services (Pennsylvania) held 147,876 shares of PGIM Ultra Short Bond ETF worth $7.32M as of Q4 2021.
Asset Planning Services (Pennsylvania) bought 28,035 PGIM Ultra Short Bond ETF shares in Q4 2021, an estimated $1.39M.
PGIM Ultra Short Bond ETF made up 3.38% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #8 holding.
Asset Planning Services (Pennsylvania) first reported a position in PGIM Ultra Short Bond ETF in Q1 2021 and has held it in 4 quarters since.
87 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.