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Secure Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Secure Asset 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
2025
Q1 		– Sell
-18,930
Closed -$938K – 355
2024
Q4 		$938K Buy
18,930
+1,580
+9% +$78.5K 0.14% 135
2024
Q3 		$864K Sell
17,350
-51,554
-75% -$2.56M 0.15% 142
2024
Q2 		$3.42M Buy
68,904
+8,833
+15% +$438K 0.65% 29
2024
Q1 		$2.99M Buy
60,071
+2,177
+4% +$108K 0.7% 28
2023
Q4 		$2.86M Sell
57,894
-782
-1% -$38.6K 0.77% 27
2023
Q3 		$2.9M Sell
58,676
-591
-1% -$29.2K 0.87% 26
2023
Q2 		$2.93M Buy
59,267
+41,376
+231% +$2.04M 0.89% 24
2023
Q1 		$882K Sell
17,891
-1,597
-8% -$78.7K 0.29% 86
2022
Q4 		$957K Buy
19,488
+9,109
+88% +$447K 0.34% 73
2022
Q3 		$509K Buy
10,379
+1,283
+14% +$62.9K 0.29% 68
2022
Q2 		$446K Buy
9,096
+1,696
+23% +$83.3K 0.25% 83
2022
Q1 		$364K Buy
7,400
+2,424
+49% +$120K 0.16% 121
2021
Q4 		$246K Buy
+4,976
New +$247K 0.1% 172

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Secure Asset Management's PULS Position: Q1 2025 in Review

Secure Asset Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2025, closing a stake of 18,930 shares — an estimated $938K sold.

Secure Asset Management first reported a position in PULS in Q4 2021 and held it in 13 quarters. The position peaked at $3.42M in Q2 2024. 352 funds tracked by Wall St. Rank hold PULS as of Q1 2025.

  • Secure Asset Management reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 18,930 PGIM Ultra Short Bond ETF shares in Q1 2025, an estimated $938K.
  • Secure Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2021 and held it in 13 quarters.
  • Secure Asset Management's PGIM Ultra Short Bond ETF position peaked at $3.42M in Q2 2024.
  • 352 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.