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Vident Investment Advisory’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-69,704
Closed -$3.42M – 1276
2022
Q2 		$3.42M Hold
69,704
– – 0.1% 225
2022
Q1 		$3.43M Buy
69,704
+26,514
+61% +$1.31M 0.09% 249
2021
Q4 		$2.14M Buy
+43,190
New +$2.14M 0.06% 427

Other funds holding PULS

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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Vident Investment Advisory's PULS Position: Q3 2022 in Review

Vident Investment Advisory sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2022, closing a stake of 69,704 shares — an estimated $3.42M sold.

Vident Investment Advisory first reported a position in PULS in Q4 2021 and held it in 3 quarters. The position peaked at $3.43M in Q1 2022. 147 funds tracked by Wall St. Rank hold PULS as of Q3 2022.

  • Vident Investment Advisory reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 69,704 PGIM Ultra Short Bond ETF shares in Q3 2022, an estimated $3.42M.
  • Vident Investment Advisory first reported a position in PGIM Ultra Short Bond ETF in Q4 2021 and held it in 3 quarters.
  • Vident Investment Advisory's PGIM Ultra Short Bond ETF position peaked at $3.43M in Q1 2022.
  • 147 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2022.

Based on Vident Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.