SageView Advisory Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

SageView Advisory Group’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
2025 Q4	$2.52M	Buy	50,729 +5,548	+12%	+$276K	0.09%	131
2025 Q3	$2.25M	Buy	45,181 +11,639	+35%	+$579K	0.08%	144
2025 Q2	$1.67M	Buy	33,542 +2,851	+9%	+$141K	0.06%	164
2025 Q1	$1.53M	Buy	30,691 +5,824	+23%	+$289K	0.07%	157
2024 Q4	$1.23M	Buy	+24,867	New	+$1.24M	0.05%	194
2024 Q3	–	Hold	0	–	-$595K	–	562
2024 Q2	–	Hold	0	–	–	–	306
2024 Q1	–	Hold	0	–	-$1.19M	–	757
2023 Q4	–	Sell	-24,408	Closed	-$1.21M	–	225
2023 Q3	$1.21M	Sell	24,408 -7,645	-24%	-$377K	0.07%	183
2023 Q2	$1.58M	Buy	32,053 +17,018	+113%	+$838K	0.09%	148
2023 Q1	$741K	Buy	+15,035	New	+$741K	0.05%	253

Other funds holding PULS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

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

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return