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Discipline Wealth Solutions’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Discipline Wealth Solutions’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
Q4 		– Sell
-4,299
Closed -$214K – 79
2024
Q3 		$214K Buy
+4,299
New +$213K 0.11% 66

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Discipline Wealth Solutions's PULS Position: Q4 2024 in Review

Discipline Wealth Solutions sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2024, closing a stake of 4,299 shares — an estimated $214K sold.

Discipline Wealth Solutions first reported a position in PULS in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 336 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

  • Discipline Wealth Solutions reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Discipline Wealth Solutions sold 4,299 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $214K.
  • Discipline Wealth Solutions first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and held it in 1 quarter.
  • Discipline Wealth Solutions's PGIM Ultra Short Bond ETF position peaked at $214K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on Discipline Wealth Solutions's 13F filing for Q4 2024, filed 26 Feb 2025.