Freedom Investment Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Freedom Investment 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
2025 Q3	–	Sell	-10,497	Closed	-$522K	–	546
2025 Q2	$522K	Buy	+10,497	New	+$521K	0.04%	432
2024 Q4	–	Sell	-73,951	Closed	-$3.68M	–	807
2024 Q3	$3.68M	Sell	73,951 -38,914	-34%	-$1.93M	0.29%	61
2024 Q2	$5.61M	Buy	+112,865	New	+$5.6M	0.46%	42
2023 Q4	–	Sell	-118,273	Closed	-$5.85M	–	778
2023 Q3	$5.85M	Buy	+118,273	New	+$5.84M	0.72%	23

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Freedom Investment Management's PULS Position: Q3 2025 in Review

Freedom Investment Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 10,497 shares — an estimated $522K sold.

Freedom Investment Management first reported a position in PULS in Q3 2023 and held it in 4 quarters. The position peaked at $5.85M in Q3 2023. 391 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

Freedom Investment Management reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 10,497 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $522K.
Freedom Investment Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 4 quarters.
Freedom Investment Management's PGIM Ultra Short Bond ETF position peaked at $5.85M in Q3 2023.
391 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.