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Imprint Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Imprint Wealth’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
2023
Q4 		– Sell
-4,892
Closed -$242K – 165
2023
Q3 		$242K Sell
4,892
-4,654
-49% -$230K 0.2% 126
2023
Q2 		$471K Buy
+9,546
New +$470K 0.3% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Imprint Wealth's PULS Position: Q4 2023 in Review

Imprint Wealth sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2023, closing a stake of 4,892 shares — an estimated $242K sold.

Imprint Wealth first reported a position in PULS in Q2 2023 and held it in 2 quarters. The position peaked at $471K in Q2 2023. 251 funds tracked by Wall St. Rank hold PULS as of Q4 2023.

  • Imprint Wealth reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Imprint Wealth sold 4,892 PGIM Ultra Short Bond ETF shares in Q4 2023, an estimated $242K.
  • Imprint Wealth first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and held it in 2 quarters.
  • Imprint Wealth's PGIM Ultra Short Bond ETF position peaked at $471K in Q2 2023.
  • 251 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2023.

Based on Imprint Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.