Chicago Partners Investment Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Chicago Partners Investment 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
2025 Q2	–	Sell	-4,231	Closed	-$210K	–	1116
2025 Q1	$210K	Sell	4,231 -991	-19%	-$49.2K	0.01%	848
2024 Q4	$259K	Buy	5,222 +70	+1%	+$3.48K	0.01%	713
2024 Q3	$256K	Buy	+5,152	New	+$256K	0.01%	673

Other funds holding PULS

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Chicago Partners Investment Group's PULS Position: Q2 2025 in Review

Chicago Partners Investment Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2025, closing a stake of 4,231 shares — an estimated $210K sold.

Chicago Partners Investment Group first reported a position in PULS in Q3 2024 and held it in 3 quarters. The position peaked at $259K in Q4 2024. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

Chicago Partners Investment Group reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2025 after selling out during the quarter.
Chicago Partners Investment Group sold 4,231 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $210K.
Chicago Partners Investment Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and held it in 3 quarters.
Chicago Partners Investment Group's PGIM Ultra Short Bond ETF position peaked at $259K in Q4 2024.
370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Chicago Partners Investment Group's 13F filing for Q2 2025, filed 29 Jul 2025.