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Prime Capital Investment Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Prime Capital Investment Advisors’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,364
Closed -$500K – 1104
2024
Q4 		$500K Sell
12,364
-280
-2% -$11.3K 0.01% 570
2024
Q3 		$516K Buy
12,644
+281
+2% +$11.4K 0.01% 580
2024
Q2 		$500K Hold
12,363
– – 0.01% 574
2024
Q1 		$501K Buy
+12,363
New +$500K 0.01% 615

Other funds holding ULST

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors's ULST Position: Q1 2025 in Review

Prime Capital Investment Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2025, closing a stake of 12,364 shares — an estimated $500K sold.

Prime Capital Investment Advisors first reported a position in ULST in Q1 2024 and held it in 4 quarters. The position peaked at $516K in Q3 2024. 120 funds tracked by Wall St. Rank hold ULST as of Q1 2025.

  • Prime Capital Investment Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 12,364 State Street Ultra Short Term Bond ETF shares in Q1 2025, an estimated $500K.
  • Prime Capital Investment Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q1 2024 and held it in 4 quarters.
  • Prime Capital Investment Advisors's State Street Ultra Short Term Bond ETF position peaked at $516K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.