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

Opal 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
2024 Q3	–	Sell	-3,979	Closed	-$198K	–	935
2024 Q2	$198K	Buy	+3,979	New	+$197K	0.06%	182

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

Opal Wealth Advisors's PULS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2024, closing a stake of 3,979 shares — an estimated $198K sold.

Opal Wealth Advisors first reported a position in PULS in Q2 2024 and held it in 1 quarter. The position peaked at $198K in Q2 2024. 304 funds tracked by Wall St. Rank hold PULS as of Q3 2024.

Opal Wealth Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 3,979 PGIM Ultra Short Bond ETF shares in Q3 2024, an estimated $198K.
Opal Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $198K in Q2 2024.
304 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.