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Encompass More Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Encompass More Asset 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
Q4 		– Sell
-12,972
Closed -$646K – 213
2024
Q3 		$646K Sell
12,972
-7,270
-36% -$361K 0.25% 77
2024
Q2 		$1.01M Buy
+20,242
New +$1M 0.72% 34

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

Encompass More Asset Management's PULS Position: Q4 2024 in Review

Encompass More Asset Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2024, closing a stake of 12,972 shares — an estimated $646K sold.

Encompass More Asset Management first reported a position in PULS in Q2 2024 and held it in 2 quarters. The position peaked at $1.01M in Q2 2024. 336 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

  • Encompass More Asset Management reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 12,972 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $646K.
  • Encompass More Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and held it in 2 quarters.
  • Encompass More Asset Management's PGIM Ultra Short Bond ETF position peaked at $1.01M in Q2 2024.
  • 336 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.