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Roger Wittlin Investment Advisory’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Roger Wittlin Investment Advisory’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
2024
Q3 		– Sell
-4,798
Closed -$239K – 55
2024
Q2 		$239K Buy
+4,798
New +$238K 0.15% 45

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Roger Wittlin Investment Advisory's PULS Position: Q3 2024 in Review

Roger Wittlin Investment Advisory sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2024, closing a stake of 4,798 shares — an estimated $239K sold.

Roger Wittlin Investment Advisory first reported a position in PULS in Q2 2024 and held it in 1 quarter. The position peaked at $239K in Q2 2024. 304 funds tracked by Wall St. Rank hold PULS as of Q3 2024.

  • Roger Wittlin Investment Advisory reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 4,798 PGIM Ultra Short Bond ETF shares in Q3 2024, an estimated $239K.
  • Roger Wittlin Investment Advisory first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and held it in 1 quarter.
  • Roger Wittlin Investment Advisory's PGIM Ultra Short Bond ETF position peaked at $239K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q3 2024, filed 8 Nov 2024.