Ridgecrest Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Ridgecrest Wealth Partners’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
2022 Q1	–	Sell	-15,756	Closed	-$780K	–	116
2021 Q4	$780K	Sell	15,756 -200	-1%	-$9.92K	0.38%	56
2021 Q3	$793K	Sell	15,956 -1,448	-8%	-$72K	0.43%	51
2021 Q2	$866K	Buy	17,404 +1,670	+11%	+$83.1K	0.54%	48
2021 Q1	$784K	Buy	+15,734	New	+$785K	0.75%	41

Other funds holding PULS

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return