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

Laurel Wealth Planning’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
2022
Q2 		– Sell
-64
Closed -$3K – 274
2022
Q1 		$3K Buy
+64
New +$3.16K ﹤0.01% 242

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

Laurel Wealth Planning's PULS Position: Q2 2022 in Review

Laurel Wealth Planning sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2022, closing a stake of 64 shares — an estimated $3K sold.

Laurel Wealth Planning first reported a position in PULS in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 121 funds tracked by Wall St. Rank hold PULS as of Q2 2022.

  • Laurel Wealth Planning reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 64 PGIM Ultra Short Bond ETF shares in Q2 2022, an estimated $3K.
  • Laurel Wealth Planning first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's PGIM Ultra Short Bond ETF position peaked at $3K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.