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

Kelly 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
2025
Q1 		– Sell
-12,409
Closed -$615K – 127
2024
Q4 		$615K Sell
12,409
-8,540
-41% -$424K 0.22% 55
2024
Q3 		$1.04M Sell
20,949
-2,660
-11% -$132K 0.38% 43
2024
Q2 		$1.17M Sell
23,609
-19,865
-46% -$985K 0.42% 40
2024
Q1 		$2.16M Sell
43,474
-813
-2% -$40.3K 0.83% 25
2023
Q4 		$2.19M Buy
44,287
+20,002
+82% +$988K 0.88% 23
2023
Q3 		$1.2M Buy
+24,285
New +$1.2M 0.55% 32

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kelly Financial Services's PULS Position: Q1 2025 in Review

Kelly Financial Services sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2025, closing a stake of 12,409 shares — an estimated $615K sold.

Kelly Financial Services first reported a position in PULS in Q3 2023 and held it in 6 quarters. The position peaked at $2.19M in Q4 2023. 352 funds tracked by Wall St. Rank hold PULS as of Q1 2025.

  • Kelly Financial Services reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kelly Financial Services sold 12,409 PGIM Ultra Short Bond ETF shares in Q1 2025, an estimated $615K.
  • Kelly Financial Services first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 6 quarters.
  • Kelly Financial Services's PGIM Ultra Short Bond ETF position peaked at $2.19M in Q4 2023.
  • 352 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2025.

Based on Kelly Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.