Masso Torrence Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Masso Torrence Wealth Management’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 Q3	$2.5M	Buy	50,143 +500	+1%	+$24.9K	1.04%	24
2025 Q2	$2.47M	Buy	49,643 +3,959	+9%	+$196K	1.14%	24
2025 Q1	$2.27M	Buy	45,684 +7,064	+18%	+$351K	1.21%	23
2024 Q4	$1.91M	Buy	38,620 +5,845	+18%	+$290K	1.01%	23
2024 Q3	$1.63M	Buy	32,775 +817	+3%	+$40.6K	0.88%	26
2024 Q2	$1.59M	Buy	31,958 +6,510	+26%	+$323K	0.88%	26
2024 Q1	$1.26M	Buy	25,448 +2,059	+9%	+$102K	0.75%	31
2023 Q4	$1.16M	Buy	+23,389	New	+$1.16M	0.79%	29

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Masso Torrence Wealth Management's PULS Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 1% in Q3 2025, buying an estimated $24.9K and bringing the position to 50,143 shares worth $2.5M. The position accounts for 1.04% of the portfolio, ranked #24.

Masso Torrence Wealth Management first reported a position in PULS in Q4 2023 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

Masso Torrence Wealth Management held 50,143 shares of PGIM Ultra Short Bond ETF worth $2.5M as of Q3 2025.
Masso Torrence Wealth Management bought 500 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $24.9K.
PGIM Ultra Short Bond ETF made up 1.04% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #24 holding.
Masso Torrence Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 8 quarters since.
391 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.