Atria Investments’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Atria Investments’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
2025 Q3	–	Sell	-54,087	Closed	-$2.69M	–	2127
2025 Q2	$2.69M	Buy	54,087 +13,951	+35%	+$692K	0.03%	604
2025 Q1	$2M	Buy	+40,136	New	+$1.99M	0.03%	705
2024 Q4	–	Sell	-141,303	Closed	-$7.03M	–	1959
2024 Q3	$7.03M	Buy	141,303 +18,457	+15%	+$916K	0.09%	261
2024 Q2	$6.11M	Buy	+122,846	New	+$6.09M	0.08%	286
2023 Q4	–	Sell	-231,712	Closed	-$11.5M	–	926
2023 Q3	$11.5M	Buy	231,712 +123,702	+115%	+$6.11M	0.2%	105
2023 Q2	$5.34M	Sell	108,010 -316,024	-75%	-$15.6M	0.1%	249
2023 Q1	$20.9M	Buy	424,034 +98,889	+30%	+$4.87M	0.4%	49
2022 Q4	$16M	Buy	+325,145	New	+$15.9M	0.33%	61

Other funds holding PULS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return