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

Transform Wealth’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	$6.4M	Buy	128,603 +121,263	+1,652%	+$6.02M	0.39%	64
2024 Q4	$366K	Sell	7,340 -282	-4%	-$14K	0.02%	202
2024 Q3	$379K	Buy	7,622 +1	+0%	+$50	0.03%	169
2024 Q2	$379K	Buy	7,621 +1	+0%	+$50	0.03%	162
2024 Q1	$379K	Sell	7,620 -69,416	-90%	-$3.44M	0.04%	167
2023 Q4	$3.82M	Sell	77,036 -384,073	-83%	-$19M	0.37%	83
2023 Q3	$22.8M	Buy	461,109 +372,673	+421%	+$18.4M	2.41%	6
2023 Q2	$4.37M	Sell	88,436 -378,304	-81%	-$18.6M	0.39%	86
2023 Q1	$23M	Sell	466,740 -583,767	-56%	-$28.8M	2.17%	7
2022 Q4	$51.7M	Buy	+1,050,507	New	+$51.5M	5.79%	1

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Transform Wealth's PULS Position: Q1 2025 in Review

Transform Wealth increased its PGIM Ultra Short Bond ETF (PULS) stake by 1,652% in Q1 2025, buying an estimated $6.02M and bringing the position to 128,603 shares worth $6.4M. The position accounts for 0.39% of the portfolio, ranked #64.

Transform Wealth first reported a position in PULS in Q4 2022 and has held it in 10 quarters since. The position peaked at $51.7M in Q4 2022. 352 funds tracked by Wall St. Rank hold PULS as of Q1 2025.

Transform Wealth held 128,603 shares of PGIM Ultra Short Bond ETF worth $6.4M as of Q1 2025.
Transform Wealth bought 121,263 PGIM Ultra Short Bond ETF shares in Q1 2025, an estimated $6.02M.
PGIM Ultra Short Bond ETF made up 0.39% of Transform Wealth's portfolio in Q1 2025, its #64 holding.
Transform Wealth first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 10 quarters since.
Transform Wealth's PGIM Ultra Short Bond ETF position peaked at $51.7M in Q4 2022.
352 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.