PULS — PGIM ETF TR

Ownership history in AE Wealth Management LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in PGIM ETF TR (PULS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.38% (2022 Q3)
Avg. % of fund
0.08%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,225 -657 -13.5% 0.00% $211K $48.69
2025 Q2 REDUCED 4,882 -259 -5.0% 0.00% $243K $48.04
2025 Q1 REDUCED 5,141 -8,231 -61.6% 0.00% $256K $47.44
2024 Q4 REDUCED 13,372 -19,028 -58.7% 0.01% $663K $46.91
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PULS price (monthly, adj. close)

Other funds also holding PULS

As of 2025 Q4 — sorted by position size

Blue Water Asset Management 14.72% Lakeshore Financial Planning, Inc. 13.42% Main Street Group, LTD 11.65% Crane Advisory, LLC 3Y 11.51% Pine Harbor Wealth Management, LLC 9.47% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.33% Vickerman Investment Advisors, Inc. 3Y 7.91% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 7.14% Live Oak Investment Partners 3Y 7.03% AMJ Financial Wealth Management 3Y 6.03%
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