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

Transparent Wealth Partners’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
2022
Q4 		– Sell
-65,777
Closed -$3.23M – 32
2022
Q3 		$3.23M Buy
+65,777
New +$3.23M 2.72% 9

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transparent Wealth Partners's PULS Position: Q4 2022 in Review

Transparent Wealth Partners sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2022, closing a stake of 65,777 shares — an estimated $3.23M sold.

Transparent Wealth Partners first reported a position in PULS in Q3 2022 and held it in 1 quarter. The position peaked at $3.23M in Q3 2022. 178 funds tracked by Wall St. Rank hold PULS as of Q4 2022.

  • Transparent Wealth Partners reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 65,777 PGIM Ultra Short Bond ETF shares in Q4 2022, an estimated $3.23M.
  • Transparent Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $3.23M in Q3 2022.
  • 178 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2022.

Based on Transparent Wealth Partners's 13F filing for Q4 2022, filed 25 Jan 2023.