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Epic Trust Investment Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Epic Trust Investment Advisors’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
2022
Q4 		– Sell
-5,170
Closed -$254K – 103
2022
Q3 		$254K Sell
5,170
-1,250
-19% -$61.3K 0.35% 87
2022
Q2 		$315K Sell
6,420
-580
-8% -$28.5K 0.6% 44
2022
Q1 		$344K Hold
7,000
– – 0.54% 41
2021
Q4 		$346K Buy
+7,000
New +$347K 0.5% 49

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Epic Trust Investment Advisors's PULS Position: Q4 2022 in Review

Epic Trust Investment Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2022, closing a stake of 5,170 shares — an estimated $254K sold.

Epic Trust Investment Advisors first reported a position in PULS in Q4 2021 and held it in 4 quarters. The position peaked at $346K in Q4 2021. 178 funds tracked by Wall St. Rank hold PULS as of Q4 2022.

  • Epic Trust Investment Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 5,170 PGIM Ultra Short Bond ETF shares in Q4 2022, an estimated $254K.
  • Epic Trust Investment Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2021 and held it in 4 quarters.
  • Epic Trust Investment Advisors's PGIM Ultra Short Bond ETF position peaked at $346K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.