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Truepoint Inc’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Truepoint Inc’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
2023
Q1 		– Sell
-19,299
Closed -$948K – 158
2022
Q4 		$948K Buy
+19,299
New +$946K 0.03% 74

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc's PULS Position: Q1 2023 in Review

Truepoint Inc sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2023, closing a stake of 19,299 shares — an estimated $948K sold.

Truepoint Inc first reported a position in PULS in Q4 2022 and held it in 1 quarter. The position peaked at $948K in Q4 2022. 186 funds tracked by Wall St. Rank hold PULS as of Q1 2023.

  • Truepoint Inc reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Truepoint Inc sold 19,299 PGIM Ultra Short Bond ETF shares in Q1 2023, an estimated $948K.
  • Truepoint Inc first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and held it in 1 quarter.
  • Truepoint Inc's PGIM Ultra Short Bond ETF position peaked at $948K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2023.

Based on Truepoint Inc's 13F filing for Q1 2023, filed 8 May 2023.