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Guardian Wealth Advisors (North Carolina)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022
Q4 		– Sell
-10,983
Closed -$539K – 390
2022
Q3 		$539K Buy
10,983
+1,144
+12% +$56.1K 0.1% 97
2022
Q2 		$483K Buy
+9,839
New +$483K 0.09% 109

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PULS Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2022, closing a stake of 10,983 shares — an estimated $539K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PULS in Q2 2022 and held it in 2 quarters. The position peaked at $539K in Q3 2022. 178 funds tracked by Wall St. Rank hold PULS as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 10,983 PGIM Ultra Short Bond ETF shares in Q4 2022, an estimated $539K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s PGIM Ultra Short Bond ETF position peaked at $539K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.