Level Four Advisory Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Level Four Advisory Services’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
2025 Q2	–	Sell	-47,511	Closed	-$2.36M	–	807
2025 Q1	$2.36M	Buy	+47,511	New	+$2.36M	0.1%	231

Other funds holding PULS

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Level Four Advisory Services's PULS Position: Q2 2025 in Review

Level Four Advisory Services sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2025, closing a stake of 47,511 shares — an estimated $2.36M sold.

Level Four Advisory Services first reported a position in PULS in Q1 2025 and held it in 1 quarter. The position peaked at $2.36M in Q1 2025. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

Level Four Advisory Services reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2025 after selling out during the quarter.
Level Four Advisory Services sold 47,511 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $2.36M.
Level Four Advisory Services first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and held it in 1 quarter.
Level Four Advisory Services's PGIM Ultra Short Bond ETF position peaked at $2.36M in Q1 2025.
370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on Level Four Advisory Services's 13F filing for Q2 2025, filed 13 Aug 2025.