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FourThought Financial’s PGIM Ultra Short Bond ETF PULS Stock Holding History

FourThought Financial’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
2021
Q2 		– Sell
-200
Closed -$9K – 1583
2021
Q1 		$9K Hold
200
– – ﹤0.01% 1085
2020
Q4 		$9K Buy
+200
New +$9.98K ﹤0.01% 1042

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

FourThought Financial's PULS Position: Q2 2021 in Review

FourThought Financial sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2021, closing a stake of 200 shares — an estimated $9K sold.

FourThought Financial first reported a position in PULS in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 72 funds tracked by Wall St. Rank hold PULS as of Q2 2021.

  • FourThought Financial reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 200 PGIM Ultra Short Bond ETF shares in Q2 2021, an estimated $9K.
  • FourThought Financial first reported a position in PGIM Ultra Short Bond ETF in Q4 2020 and held it in 2 quarters.
  • FourThought Financial's PGIM Ultra Short Bond ETF position peaked at $9K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.