New Wave Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

New Wave Wealth Advisors’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	-2,645	Closed	-$131K	–	545
2024 Q4	$131K	Buy	+2,645	New	+$131K	0.05%	167

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

New Wave Wealth Advisors's PULS Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2025, closing a stake of 2,645 shares — an estimated $131K sold.

New Wave Wealth Advisors first reported a position in PULS in Q4 2024 and held it in 1 quarter. The position peaked at $131K in Q4 2024. 352 funds tracked by Wall St. Rank hold PULS as of Q1 2025.

New Wave Wealth Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 2,645 PGIM Ultra Short Bond ETF shares in Q1 2025, an estimated $131K.
New Wave Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $131K in Q4 2024.
352 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.