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Global Wealth Strategies & Associates’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-225
Closed -$11.2K – 440
2025
Q1 		$11.2K Buy
+225
New +$11.2K ﹤0.01% 248

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Wealth Strategies & Associates's PULS Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2025, closing a stake of 225 shares — an estimated $11.2K sold.

Global Wealth Strategies & Associates first reported a position in PULS in Q1 2025 and held it in 1 quarter. The position peaked at $11.2K in Q1 2025. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 225 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $11.2K.
  • Global Wealth Strategies & Associates first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's PGIM Ultra Short Bond ETF position peaked at $11.2K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.