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

Pacific Capital 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 Q4	–	Sell	-285	Closed	-$14.2K	–	464
2024 Q3	$14.2K	Buy	+285	New	+$14.1K	﹤0.01%	271

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

Pacific Capital Wealth Advisors's PULS Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2024, closing a stake of 285 shares — an estimated $14.2K sold.

Pacific Capital Wealth Advisors first reported a position in PULS in Q3 2024 and held it in 1 quarter. The position peaked at $14.2K in Q3 2024. 336 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 285 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $14.2K.
Pacific Capital Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $14.2K in Q3 2024.
336 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.