HGERS
PULS icon

Householder Group Estate & Retirement Specialist’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-22
Closed -$1K – 1021
2024
Q3 		$1K Buy
+22
New +$1.09K ﹤0.01% 1117
2023
Q4 		– Sell
-200
Closed -$9.9K – 1286
2023
Q3 		$9.9K Buy
+200
New +$9.87K ﹤0.01% 791

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PULS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2024, closing a stake of 22 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in PULS in Q3 2023 and held it in 2 quarters. The position peaked at $9.9K in Q3 2023. 337 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 22 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's PGIM Ultra Short Bond ETF position peaked at $9.9K in Q3 2023.
  • 337 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.