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 New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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. 336 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.
336 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.