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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OWM

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FAG

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Ridgecrest Wealth Partners's PULS Position: Q1 2022 in Review

Ridgecrest Wealth Partners sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2022, closing a stake of 15,756 shares — an estimated $780K sold.

Ridgecrest Wealth Partners first reported a position in PULS in Q1 2021 and held it in 4 quarters. The position peaked at $866K in Q2 2021. 98 funds tracked by Wall St. Rank hold PULS as of Q1 2022.

Ridgecrest Wealth Partners reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 15,756 PGIM Ultra Short Bond ETF shares in Q1 2022, an estimated $780K.
Ridgecrest Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q1 2021 and held it in 4 quarters.
Ridgecrest Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $866K in Q2 2021.
98 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.