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

Rise 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
2023
Q3 		– Sell
-325
Closed -$16.1K – 689
2023
Q2 		$16.1K Sell
325
-36
-10% -$1.77K 0.01% 267
2023
Q1 		$17.8K Buy
+361
New +$17.8K 0.01% 269

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rise Advisors's PULS Position: Q3 2023 in Review

Rise Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2023, closing a stake of 325 shares — an estimated $16.1K sold.

Rise Advisors first reported a position in PULS in Q1 2023 and held it in 2 quarters. The position peaked at $17.8K in Q1 2023. 234 funds tracked by Wall St. Rank hold PULS as of Q3 2023.

  • Rise Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Rise Advisors sold 325 PGIM Ultra Short Bond ETF shares in Q3 2023, an estimated $16.1K.
  • Rise Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and held it in 2 quarters.
  • Rise Advisors's PGIM Ultra Short Bond ETF position peaked at $17.8K in Q1 2023.
  • 234 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.