Fulcrum Equity Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Fulcrum Equity 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	-18,066	Closed	-$899K	–	145
2024 Q3	$899K	Sell	18,066 -15,134	-46%	-$751K	0.76%	42
2024 Q2	$1.65M	Buy	+33,200	New	+$1.65M	1.48%	9
2023 Q4	–	Sell	-94,207	Closed	-$4.66M	–	108
2023 Q3	$4.66M	Buy	+94,207	New	+$4.65M	5.46%	2
2023 Q2	–	Sell	-13,622	Closed	-$672K	–	105
2023 Q1	$672K	Sell	13,622 -1,970	-13%	-$97.1K	0.63%	45
2022 Q4	$766K	Sell	15,592 -54	-0.3%	-$2.65K	0.63%	42
2022 Q3	$768K	Buy	+15,646	New	+$767K	0.65%	37

Other funds holding PULS

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fulcrum Equity Management's PULS Position: Q4 2024 in Review

Fulcrum Equity Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2024, closing a stake of 18,066 shares — an estimated $899K sold.

Fulcrum Equity Management first reported a position in PULS in Q3 2022 and held it in 6 quarters. The position peaked at $4.66M in Q3 2023. 337 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

Fulcrum Equity Management reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
Fulcrum Equity Management sold 18,066 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $899K.
Fulcrum Equity Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and held it in 6 quarters.
Fulcrum Equity Management's PGIM Ultra Short Bond ETF position peaked at $4.66M in Q3 2023.
337 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.