Drive Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Drive Wealth Management’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 Q3	–	Sell	-17,294	Closed	-$860K	–	348
2024 Q2	$860K	Sell	17,294 -11,761	-40%	-$583K	0.23%	82
2024 Q1	$1.44M	Sell	29,055 -26,006	-47%	-$1.29M	0.4%	45
2023 Q4	$2.73M	Sell	55,061 -5,499	-9%	-$272K	0.88%	20
2023 Q3	$3M	Buy	60,560 +46,306	+325%	+$2.29M	1.09%	18
2023 Q2	$704K	Sell	14,254 -1,046	-7%	-$51.5K	0.26%	81
2023 Q1	$754K	Buy	15,300 +237	+2%	+$11.7K	0.32%	79
2022 Q4	$740K	Buy	+15,063	New	+$739K	0.37%	62

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Drive Wealth Management's PULS Position: Q3 2024 in Review

Drive Wealth Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2024, closing a stake of 17,294 shares — an estimated $860K sold.

Drive Wealth Management first reported a position in PULS in Q4 2022 and held it in 7 quarters. The position peaked at $3M in Q3 2023. 304 funds tracked by Wall St. Rank hold PULS as of Q3 2024.

Drive Wealth Management reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 17,294 PGIM Ultra Short Bond ETF shares in Q3 2024, an estimated $860K.
Drive Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and held it in 7 quarters.
Drive Wealth Management's PGIM Ultra Short Bond ETF position peaked at $3M in Q3 2023.
304 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.