Marmo Financial Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Marmo Financial Group’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
2024 Q3	–	Sell	-34,197	Closed	-$1.7M	–	29
2024 Q2	$1.7M	Sell	34,197 -23,265	-40%	-$1.15M	1.03%	18
2024 Q1	$2.86M	Sell	57,462 -41,715	-42%	-$2.07M	1.74%	13
2023 Q4	$4.9M	Sell	99,177 -454	-0.5%	-$22.4K	3.72%	9
2023 Q3	$4.93M	Sell	99,631 -2,648	-3%	-$131K	4.68%	8
2023 Q2	$5.05M	Sell	102,279 -1,897	-2%	-$93.4K	4.57%	8
2023 Q1	$5.14M	Buy	104,176 +3,730	+4%	+$184K	4.89%	7
2022 Q4	$4.93M	Buy	+100,446	New	+$4.93M	4.77%	10

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

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

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

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

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

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

Marmo Financial Group's PULS Position: Q3 2024 in Review

Marmo Financial Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2024, closing a stake of 34,197 shares — an estimated $1.7M sold.

Marmo Financial Group first reported a position in PULS in Q4 2022 and held it in 7 quarters. The position peaked at $5.14M in Q1 2023. 304 funds tracked by Wall St. Rank hold PULS as of Q3 2024.

Marmo Financial Group reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2024 after selling out during the quarter.
Marmo Financial Group sold 34,197 PGIM Ultra Short Bond ETF shares in Q3 2024, an estimated $1.7M.
Marmo Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and held it in 7 quarters.
Marmo Financial Group's PGIM Ultra Short Bond ETF position peaked at $5.14M in Q1 2023.
304 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2024.

Based on Marmo Financial Group's 13F filing for Q3 2024, filed 24 Oct 2024.