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

GGM Wealth 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
2025
Q1 		$2.56M Sell
51,595
-8,320
-14% -$413K 1.42% 20
2024
Q4 		$2.98M Sell
59,915
-2,571
-4% -$128K 1.56% 21
2024
Q3 		$3.11M Sell
62,486
-1,848
-3% -$91.7K 1.34% 21
2024
Q2 		$3.2M Buy
64,334
+8
+0% +$397 1.46% 19
2024
Q1 		$3.19M Sell
64,326
-2,717
-4% -$135K 1.48% 19
2023
Q4 		$3.33M Sell
67,043
-3,697
-5% -$183K 1.38% 19
2023
Q3 		$3.5M Sell
70,740
-3,833
-5% -$189K 1.52% 19
2023
Q2 		$3.67M Sell
74,573
-5,238
-7% -$258K 1.49% 17
2023
Q1 		$3.93M Buy
79,811
+5,330
+7% +$263K 2.25% 16
2022
Q4 		$3.66M Buy
74,481
+34,065
+84% +$1.67M 1.89% 16
2022
Q3 		$1.98M Buy
40,416
+25,751
+176% +$1.26M 1.07% 21
2022
Q2 		$718K Buy
14,665
+100
+0.7% +$4.91K 0.4% 54
2022
Q1 		$716K Hold
14,565
– – 0.36% 57
2021
Q4 		$720K Buy
14,565
+900
+7% +$44.6K 0.57% 39
2021
Q3 		$678K Buy
+13,665
New +$679K 0.54% 38

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GGM Wealth Advisors's PULS Position: Q1 2025 in Review

GGM Wealth Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 14% in Q1 2025, selling an estimated $413K and leaving 51,595 shares worth $2.56M. The position accounts for 1.42% of the portfolio, ranked #20.

GGM Wealth Advisors first reported a position in PULS in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.93M in Q1 2023. 351 funds tracked by Wall St. Rank hold PULS as of Q1 2025.

  • GGM Wealth Advisors held 51,595 shares of PGIM Ultra Short Bond ETF worth $2.56M as of Q1 2025.
  • GGM Wealth Advisors sold 8,320 PGIM Ultra Short Bond ETF shares in Q1 2025, an estimated $413K.
  • PGIM Ultra Short Bond ETF made up 1.42% of GGM Wealth Advisors's portfolio in Q1 2025, its #20 holding.
  • GGM Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • GGM Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $3.93M in Q1 2023.
  • 351 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.