Legacy Bridge’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Legacy Bridge’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 Q2	–	Sell	-900	Closed	-$44.4K	–	295
2023 Q1	$44.4K	Hold	900	–	–	0.03%	200
2022 Q4	$44.2K	Hold	900	–	–	0.03%	197
2022 Q3	$44K	Hold	900	–	–	0.04%	188
2022 Q2	$44K	Hold	900	–	–	0.03%	192
2022 Q1	$44K	Hold	900	–	–	0.03%	203
2021 Q4	$45K	Hold	900	–	–	0.02%	203
2021 Q3	$45K	Hold	900	–	–	0.03%	196
2021 Q2	$45K	Hold	900	–	–	0.03%	202
2021 Q1	$45K	Hold	900	–	–	0.03%	196
2020 Q4	$45K	Hold	900	–	–	0.03%	194
2020 Q3	$45K	Hold	900	–	–	0.04%	184
2020 Q2	$45K	Hold	900	–	–	0.05%	181
2020 Q1	$44K	Buy	+900	New	+$44.7K	0.06%	170

Other funds holding PULS

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Bridge's PULS Position: Q2 2023 in Review

Legacy Bridge sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2023, closing a stake of 900 shares — an estimated $44.4K sold.

Legacy Bridge first reported a position in PULS in Q1 2020 and held it in 13 quarters. The position peaked at $45K in Q4 2021. 203 funds tracked by Wall St. Rank hold PULS as of Q2 2023.

Legacy Bridge reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2023 after selling out during the quarter.
Legacy Bridge sold 900 PGIM Ultra Short Bond ETF shares in Q2 2023, an estimated $44.4K.
Legacy Bridge first reported a position in PGIM Ultra Short Bond ETF in Q1 2020 and held it in 13 quarters.
Legacy Bridge's PGIM Ultra Short Bond ETF position peaked at $45K in Q4 2021.
203 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2023.

Based on Legacy Bridge's 13F filing for Q2 2023, filed 11 Jul 2023.