Legacy Capital Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Legacy Capital Wealth Partners’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
2026 Q1	$401K	Hold	8,110	–	–	0.08%	244
2025 Q4	$402K	Hold	8,110	–	–	0.09%	239
2025 Q3	$404K	Sell	8,110 -73	-0.9%	-$3.63K	0.09%	247
2025 Q2	$407K	Sell	8,183 -26	-0.3%	-$1.29K	0.09%	242
2025 Q1	$408K	Buy	8,209 +99	+1%	+$4.92K	0.1%	224
2024 Q4	$402K	Sell	8,110 -172	-2%	-$8.54K	0.1%	218
2024 Q3	$412K	Buy	8,282 +172	+2%	+$8.54K	0.08%	229
2024 Q2	$403K	Buy	+8,110	New	+$402K	0.1%	198
2024 Q1	–	Sell	-8,110	Closed	-$401K	–	281
2023 Q4	$401K	Hold	8,110	–	–	0.11%	177
2023 Q3	$401K	Buy	+8,110	New	+$400K	0.11%	170
2023 Q2	–	Sell	-8,110	Closed	-$400K	–	184
2023 Q1	$400K	Buy	+8,110	New	+$400K	0.11%	163

Other funds holding PULS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return