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Gratus Capital’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Gratus Capital’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
Q2 		$419K Buy
+8,423
New +$418K 0.02% 277
2024
Q1 		– Sell
-7,504
Closed -$371K – 333
2023
Q4 		$371K Buy
7,504
+1,863
+33% +$92K 0.02% 206
2023
Q3 		$279K Buy
+5,641
New +$278K 0.02% 219

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gratus Capital's PULS Position: Q2 2024 in Review

Gratus Capital opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2024: 8,423 shares worth $419K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings. This is a return to the name: Gratus Capital previously reported a position in PULS as recently as Q4 2023.

Gratus Capital first reported a position in PULS in Q3 2023 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold PULS as of Q2 2024.

  • Gratus Capital held 8,423 shares of PGIM Ultra Short Bond ETF worth $419K as of Q2 2024.
  • PGIM Ultra Short Bond ETF was a new Gratus Capital position in Q2 2024.
  • PGIM Ultra Short Bond ETF made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #277 holding.
  • Gratus Capital first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.