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Horizon Financial Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Horizon Financial Services’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
2021
Q4 		– Sell
-10,009
Closed -$497K – 154
2021
Q3 		$497K Sell
10,009
-674
-6% -$33.5K 0.33% 47
2021
Q2 		$531K Buy
+10,683
New +$532K 0.39% 45

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Horizon Financial Services's PULS Position: Q4 2021 in Review

Horizon Financial Services sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2021, closing a stake of 10,009 shares — an estimated $497K sold.

Horizon Financial Services first reported a position in PULS in Q2 2021 and held it in 2 quarters. The position peaked at $531K in Q2 2021. 87 funds tracked by Wall St. Rank hold PULS as of Q4 2021.

  • Horizon Financial Services reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Horizon Financial Services sold 10,009 PGIM Ultra Short Bond ETF shares in Q4 2021, an estimated $497K.
  • Horizon Financial Services first reported a position in PGIM Ultra Short Bond ETF in Q2 2021 and held it in 2 quarters.
  • Horizon Financial Services's PGIM Ultra Short Bond ETF position peaked at $531K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2021.

Based on Horizon Financial Services's 13F filing for Q4 2021, filed 31 Jan 2022.