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Legacy Wealth Management (Mississippi)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q1 		– Sell
-6,800
Closed -$337K – 101
2021
Q4 		$337K Buy
+6,800
New +$337K 0.17% 89

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s PULS Position: Q1 2022 in Review

Legacy Wealth Management (Mississippi) sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2022, closing a stake of 6,800 shares — an estimated $337K sold.

Legacy Wealth Management (Mississippi) first reported a position in PULS in Q4 2021 and held it in 1 quarter. The position peaked at $337K in Q4 2021. 98 funds tracked by Wall St. Rank hold PULS as of Q1 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 6,800 PGIM Ultra Short Bond ETF shares in Q1 2022, an estimated $337K.
  • Legacy Wealth Management (Mississippi) first reported a position in PGIM Ultra Short Bond ETF in Q4 2021 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s PGIM Ultra Short Bond ETF position peaked at $337K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2022, filed 12 Dec 2024.