VisionPoint Advisory Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-8,069	Closed	-$402K	–	407
2025 Q2	$402K	Buy	+8,069	New	+$400K	0.09%	214
2024 Q4	–	Sell	-33,050	Closed	-$1.65M	–	310
2024 Q3	$1.65M	Sell	33,050 -18,831	-36%	-$935K	0.56%	48
2024 Q2	$2.58M	Buy	51,881 +51,676	+25,208%	+$2.56M	0.92%	30
2024 Q1	$10.2K	Buy	+205	New	+$10.2K	﹤0.01%	468
2023 Q4	–	Sell	-51,731	Closed	-$2.56M	–	853
2023 Q3	$2.56M	Buy	51,731 +51,707	+215,446%	+$2.55M	1.1%	21
2023 Q2	$1.18K	Buy	+24	New	+$1.18K	﹤0.01%	497

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VisionPoint Advisory Group's PULS Position: Q3 2025 in Review

VisionPoint Advisory Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 8,069 shares — an estimated $402K sold.

VisionPoint Advisory Group first reported a position in PULS in Q2 2023 and held it in 6 quarters. The position peaked at $2.58M in Q2 2024. 391 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

VisionPoint Advisory Group reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 8,069 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $402K.
VisionPoint Advisory Group first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and held it in 6 quarters.
VisionPoint Advisory Group's PGIM Ultra Short Bond ETF position peaked at $2.58M in Q2 2024.
391 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on VisionPoint Advisory Group's 13F filing for Q3 2025, filed 8 Oct 2025.