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

Concourse Financial Group Securities’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 Q1	–	Sell	-1,250	Closed	-$62.1K	–	1560
2024 Q4	$62.1K	Buy	1,250 +628	+101%	+$31.2K	﹤0.01%	1122
2024 Q3	$31K	Sell	622 -278	-31%	-$13.8K	﹤0.01%	1373
2024 Q2	$44.7K	Buy	+900	New	+$44.6K	﹤0.01%	1218
2023 Q2	–	Sell	-1,061	Closed	-$52.3K	–	2429
2023 Q1	$52.3K	Buy	+1,061	New	+$52.3K	﹤0.01%	1072

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's PULS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2025, closing a stake of 1,250 shares — an estimated $62.1K sold.

Concourse Financial Group Securities first reported a position in PULS in Q1 2023 and held it in 4 quarters. The position peaked at $62.1K in Q4 2024. 351 funds tracked by Wall St. Rank hold PULS as of Q1 2025.

Concourse Financial Group Securities reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 1,250 PGIM Ultra Short Bond ETF shares in Q1 2025, an estimated $62.1K.
Concourse Financial Group Securities first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and held it in 4 quarters.
Concourse Financial Group Securities's PGIM Ultra Short Bond ETF position peaked at $62.1K in Q4 2024.
351 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.