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

Prosperity Capital 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
2024
Q2 		– Sell
-16,217
Closed -$657K – 359
2024
Q1 		$657K Buy
+16,217
New +$656K 0.08% 182

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prosperity Capital Advisors's ULST Position: Q2 2024 in Review

Prosperity Capital Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2024, closing a stake of 16,217 shares — an estimated $657K sold.

Prosperity Capital Advisors first reported a position in ULST in Q1 2024 and held it in 1 quarter. The position peaked at $657K in Q1 2024. 112 funds tracked by Wall St. Rank hold ULST as of Q2 2024.

  • Prosperity Capital Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 16,217 State Street Ultra Short Term Bond ETF shares in Q2 2024, an estimated $657K.
  • Prosperity Capital Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • Prosperity Capital Advisors's State Street Ultra Short Term Bond ETF position peaked at $657K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2024.

Based on Prosperity Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.