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

GeoWealth 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
-17,842
Closed -$888K – 1867
2024
Q3 		$888K Buy
17,842
+706
+4% +$35K 0.03% 327
2024
Q2 		$852K Buy
+17,136
New +$850K 0.04% 304
2023
Q4 		– Sell
-8,948
Closed -$443K – 711
2023
Q3 		$443K Buy
+8,948
New +$442K 0.05% 213

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GeoWealth Management's PULS Position: Q4 2024 in Review

GeoWealth Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2024, closing a stake of 17,842 shares — an estimated $888K sold.

GeoWealth Management first reported a position in PULS in Q3 2023 and held it in 3 quarters. The position peaked at $888K in Q3 2024. 336 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

  • GeoWealth Management reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 17,842 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $888K.
  • GeoWealth Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 3 quarters.
  • GeoWealth Management's PGIM Ultra Short Bond ETF position peaked at $888K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.