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

Nations 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
2025 Q1	–	Sell	-42,679	Closed	-$2.11M	–	693
2024 Q4	$2.11M	Buy	42,679 +6,064	+17%	+$301K	0.15%	166
2024 Q3	$1.82M	Buy	36,615 +494	+1%	+$24.5K	0.13%	182
2024 Q2	$1.8M	Buy	36,121 +37	+0.1%	+$1.83K	0.15%	164
2024 Q1	$1.79M	Sell	36,084 -3,283	-8%	-$163K	0.15%	164
2023 Q4	$1.94M	Sell	39,367 -9,394	-19%	-$464K	0.18%	133
2023 Q3	$2.41M	Buy	48,761 +1,499	+3%	+$74K	0.24%	102
2023 Q2	$2.34M	Buy	47,262 +8,187	+21%	+$403K	0.23%	105
2023 Q1	$1.93M	Buy	39,075 +16,340	+72%	+$805K	0.2%	135
2022 Q4	$1.12M	Buy	22,735 +17,574	+341%	+$862K	0.13%	206
2022 Q3	$253K	Buy	+5,161	New	+$253K	0.04%	432

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

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

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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 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

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

Nations Financial Group's PULS Position: Q1 2025 in Review

Nations Financial Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2025, closing a stake of 42,679 shares — an estimated $2.11M sold.

Nations Financial Group first reported a position in PULS in Q3 2022 and held it in 10 quarters. The position peaked at $2.41M in Q3 2023. 351 funds tracked by Wall St. Rank hold PULS as of Q1 2025.

Nations Financial Group reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2025 after selling out during the quarter.
Nations Financial Group sold 42,679 PGIM Ultra Short Bond ETF shares in Q1 2025, an estimated $2.11M.
Nations Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and held it in 10 quarters.
Nations Financial Group's PGIM Ultra Short Bond ETF position peaked at $2.41M in Q3 2023.
351 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.