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

Cerro Pacific 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
Q1 		– Sell
-34,898
Closed -$1.71M – 162
2022
Q4 		$1.71M Buy
34,898
+33
+0.1% +$1.62K 0.91% 27
2022
Q3 		$1.71M Sell
34,865
-5,763
-14% -$283K 1.04% 22
2022
Q2 		$1.99M Buy
+40,628
New +$2M 1.25% 17

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerro Pacific Wealth Advisors's PULS Position: Q1 2023 in Review

Cerro Pacific Wealth Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2023, closing a stake of 34,898 shares — an estimated $1.71M sold.

Cerro Pacific Wealth Advisors first reported a position in PULS in Q2 2022 and held it in 3 quarters. The position peaked at $1.99M in Q2 2022. 186 funds tracked by Wall St. Rank hold PULS as of Q1 2023.

  • Cerro Pacific Wealth Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 34,898 PGIM Ultra Short Bond ETF shares in Q1 2023, an estimated $1.71M.
  • Cerro Pacific Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and held it in 3 quarters.
  • Cerro Pacific Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $1.99M in Q2 2022.
  • 186 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2023.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.