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Goldstone Financial Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Goldstone Financial Group’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
-4,410
Closed -$219K – 223
2025
Q2 		$219K Buy
+4,410
New +$219K 0.03% 196

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldstone Financial Group's PULS Position: Q3 2025 in Review

Goldstone Financial Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 4,410 shares — an estimated $219K sold.

Goldstone Financial Group first reported a position in PULS in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 393 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

  • Goldstone Financial Group reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 4,410 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $219K.
  • Goldstone Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and held it in 1 quarter.
  • Goldstone Financial Group's PGIM Ultra Short Bond ETF position peaked at $219K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.