PIWA
Prevail Innovative Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
36,421
+4,318
| +13% | +$215K | 0.41% | 79 |
|
|
2025
Q1 | $1.6M | Buy |
32,103
+9,216
| +40% | +$458K | 0.43% | 77 |
|
|
2024
Q4 | $1.13M | Buy |
22,887
+2,564
| +13% | +$127K | 0.33% | 94 |
|
|
2024
Q3 | $1.01M | Buy |
20,323
+2,085
| +11% | +$104K | 0.31% | 98 |
|
|
2024
Q2 | $906K | Sell |
18,238
-1,492
| -8% | -$74.2K | 0.32% | 92 |
|
|
2024
Q1 | $981K | Buy |
19,730
+6,736
| +52% | +$335K | 0.36% | 97 |
|
|
2023
Q4 | $642K | Buy |
12,994
+3,092
| +31% | +$153K | 0.31% | 89 |
|
|
2023
Q3 | $490K | Buy |
+9,902
| New | +$490K | 0.25% | 85 |
|