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FDx Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

FDx 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
2023
Q3 		– Sell
-196,291
Closed -$9.7M – 748
2023
Q2 		$9.7M Buy
+196,291
New +$9.67M 0.53% 43

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDx Advisors's PULS Position: Q3 2023 in Review

FDx Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2023, closing a stake of 196,291 shares — an estimated $9.7M sold.

FDx Advisors first reported a position in PULS in Q2 2023 and held it in 1 quarter. The position peaked at $9.7M in Q2 2023. 235 funds tracked by Wall St. Rank hold PULS as of Q3 2023.

  • FDx Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 196,291 PGIM Ultra Short Bond ETF shares in Q3 2023, an estimated $9.7M.
  • FDx Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and held it in 1 quarter.
  • FDx Advisors's PGIM Ultra Short Bond ETF position peaked at $9.7M in Q2 2023.
  • 235 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.