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

Berger Financial 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
2024
Q2 		– Sell
-5,819
Closed -$289K – 374
2024
Q1 		$289K Buy
5,819
+329
+6% +$16.3K 0.02% 283
2023
Q4 		$271K Buy
5,490
+1,142
+26% +$56.4K 0.03% 248
2023
Q3 		$215K Sell
4,348
-170
-4% -$8.39K 0.02% 261
2023
Q2 		$223K Buy
+4,518
New +$223K 0.03% 262

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Berger Financial Group's PULS Position: Q2 2024 in Review

Berger Financial Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2024, closing a stake of 5,819 shares — an estimated $289K sold.

Berger Financial Group first reported a position in PULS in Q2 2023 and held it in 4 quarters. The position peaked at $289K in Q1 2024. 290 funds tracked by Wall St. Rank hold PULS as of Q2 2024.

  • Berger Financial Group reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Berger Financial Group sold 5,819 PGIM Ultra Short Bond ETF shares in Q2 2024, an estimated $289K.
  • Berger Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and held it in 4 quarters.
  • Berger Financial Group's PGIM Ultra Short Bond ETF position peaked at $289K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2024.

Based on Berger Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.