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Sanctuary Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Sanctuary Wealth Management’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
Q4 		– Sell
-261,218
Closed -$13M – 295
2024
Q3 		$13M Sell
261,218
-160,865
-38% -$7.99M 9.3% 4
2024
Q2 		$21M Buy
+422,083
New +$20.9M 15.88% 1
2024
Q1 		– Sell
-45
Closed -$2.22K – 291
2023
Q4 		$2.22K Sell
45
-388,224
-100% -$19.2M ﹤0.01% 207
2023
Q3 		$19.2M Buy
+388,269
New +$19.2M 20.96% 1

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanctuary Wealth Management's PULS Position: Q4 2024 in Review

Sanctuary Wealth Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2024, closing a stake of 261,218 shares — an estimated $13M sold.

Sanctuary Wealth Management first reported a position in PULS in Q3 2023 and held it in 4 quarters. The position peaked at $21M in Q2 2024. 336 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

  • Sanctuary Wealth Management reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 261,218 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $13M.
  • Sanctuary Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 4 quarters.
  • Sanctuary Wealth Management's PGIM Ultra Short Bond ETF position peaked at $21M in Q2 2024.
  • 336 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.