LCGC
PULS icon

Legacy Capital Group California’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Legacy Capital Group California’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
-9,310
Closed -$459K – 286
2023
Q1 		$459K Buy
+9,310
New +$459K 0.22% 132

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Capital Group California's PULS Position: Q2 2023 in Review

Legacy Capital Group California sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2023, closing a stake of 9,310 shares — an estimated $459K sold.

Legacy Capital Group California first reported a position in PULS in Q1 2023 and held it in 1 quarter. The position peaked at $459K in Q1 2023. 203 funds tracked by Wall St. Rank hold PULS as of Q2 2023.

  • Legacy Capital Group California reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 9,310 PGIM Ultra Short Bond ETF shares in Q2 2023, an estimated $459K.
  • Legacy Capital Group California first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's PGIM Ultra Short Bond ETF position peaked at $459K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.