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

Prism 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
2020
Q1 		– Sell
-91,988
Closed -$4.6M – 64
2019
Q4 		$4.6M Buy
91,988
+88,006
+2,210% +$4.41M 2.33% 11
2019
Q3 		$200K Buy
+3,982
New +$200K 0.11% 58

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prism Advisors's PULS Position: Q1 2020 in Review

Prism Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2020, closing a stake of 91,988 shares — an estimated $4.6M sold.

Prism Advisors first reported a position in PULS in Q3 2019 and held it in 2 quarters. The position peaked at $4.6M in Q4 2019. 42 funds tracked by Wall St. Rank hold PULS as of Q1 2020.

  • Prism Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Prism Advisors sold 91,988 PGIM Ultra Short Bond ETF shares in Q1 2020, an estimated $4.6M.
  • Prism Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2019 and held it in 2 quarters.
  • Prism Advisors's PGIM Ultra Short Bond ETF position peaked at $4.6M in Q4 2019.
  • 42 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2020.

Based on Prism Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.