NorthRock Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-10,149	Closed	-$505K	–	844
2024 Q3	$505K	Sell	10,149 -797	-7%	-$39.6K	0.02%	366
2024 Q2	$544K	Hold	10,946	–	–	0.02%	321
2024 Q1	$544K	Buy	+10,946	New	+$542K	0.02%	333

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

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

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

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

NorthRock Partners's PULS Position: Q4 2024 in Review

NorthRock Partners sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2024, closing a stake of 10,149 shares — an estimated $505K sold.

NorthRock Partners first reported a position in PULS in Q1 2024 and held it in 3 quarters. The position peaked at $544K in Q2 2024. 336 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

NorthRock Partners reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
NorthRock Partners sold 10,149 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $505K.
NorthRock Partners first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and held it in 3 quarters.
NorthRock Partners's PGIM Ultra Short Bond ETF position peaked at $544K in Q2 2024.
336 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.