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Zega Financial’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Zega Financial’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
Q3 		$1.28M Buy
25,744
+5,956
+30% +$296K 0.19% 37
2024
Q2 		$983K Buy
+19,788
New +$982K 0.18% 48

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Zega Financial's PULS Position: Q3 2024 in Review

Zega Financial increased its PGIM Ultra Short Bond ETF (PULS) stake by 30% in Q3 2024, buying an estimated $296K and bringing the position to 25,744 shares worth $1.28M. The position accounts for 0.19% of the portfolio, ranked #37.

Zega Financial first reported a position in PULS in Q2 2024 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold PULS as of Q3 2024.

  • Zega Financial held 25,744 shares of PGIM Ultra Short Bond ETF worth $1.28M as of Q3 2024.
  • Zega Financial bought 5,956 PGIM Ultra Short Bond ETF shares in Q3 2024, an estimated $296K.
  • PGIM Ultra Short Bond ETF made up 0.19% of Zega Financial's portfolio in Q3 2024, its #37 holding.
  • Zega Financial first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.