PJSIMP
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P.J. Schmidt Investment Management (PJS)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2023
Q4 		– Sell
-10,087
Closed -$498K – 175
2023
Q3 		$498K Sell
10,087
-3,215
-24% -$159K 0.11% 101
2023
Q2 		$657K Sell
13,302
-8,345
-39% -$411K 0.13% 89
2023
Q1 		$1.07M Sell
21,647
-11,478
-35% -$566K 0.22% 74
2022
Q4 		$1.63M Sell
33,125
-16,883
-34% -$828K 0.37% 60
2022
Q3 		$2.45M Sell
50,008
-6,964
-12% -$342K 0.59% 47
2022
Q2 		$2.8M Buy
56,972
+46,388
+438% +$2.28M 0.61% 46
2022
Q1 		$521K Buy
10,584
+5,151
+95% +$254K 0.12% 106
2021
Q4 		$269K Buy
+5,433
New +$269K 0.05% 157

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return