Wintrust Investments’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Wintrust Investments’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
2024 Q4	$97K	Sell	1,962 -92	-4%	-$4.57K	0.09%	166
2024 Q3	$102K	Sell	2,054 -19,102	-90%	-$948K	0.08%	207
2024 Q2	$1.05M	Buy	21,156 +223	+1%	+$11.1K	0.09%	188
2024 Q1	$1.04M	Buy	20,933 +12,480	+148%	+$619K	0.09%	182
2023 Q4	$417K	Buy	+8,453	New	+$418K	0.04%	301
2023 Q3	–	Sell	-4,143	Closed	-$205K	–	429
2023 Q2	$205K	Buy	+4,143	New	+$204K	0.02%	405

Other funds holding PULS

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wintrust Investments's PULS Position: Q4 2024 in Review

Wintrust Investments reduced its PGIM Ultra Short Bond ETF (PULS) stake by 4.5% in Q4 2024, selling an estimated $4.57K and leaving 1,962 shares worth $97K. The position accounts for 0.09% of the portfolio, ranked #166.

Wintrust Investments first reported a position in PULS in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2024. 337 funds tracked by Wall St. Rank hold PULS as of Q4 2024.

Wintrust Investments held 1,962 shares of PGIM Ultra Short Bond ETF worth $97K as of Q4 2024.
Wintrust Investments sold 92 PGIM Ultra Short Bond ETF shares in Q4 2024, an estimated $4.57K.
PGIM Ultra Short Bond ETF made up 0.09% of Wintrust Investments's portfolio in Q4 2024, its #166 holding.
Wintrust Investments first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 6 quarters since.
Wintrust Investments's PGIM Ultra Short Bond ETF position peaked at $1.05M in Q2 2024.
337 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.