PULS β€” PGIM ETF TR

Ownership history in Grant/GrossMendelsohn, LLC  Β·  15 quarters on record

AI Ownership Summary

Grant/GrossMendelsohn, LLC reported PGIM ETF TR (PULS) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 1.56% in 2024 Q4. The latest visible filing shows PULS at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PULS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grant/GrossMendelsohn, LLC's position in PGIM ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

PULS was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grant/GrossMendelsohn, LLC held PULS β€” position size vs. price
% of Fund (quarterly)    PULS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 51,595 -8,320 -13.9% 1.42% $2.6M 2025-05-15 (Est.) $47.54
2024 Q4 REDUCED 59,915 -2,571 -4.1% 1.56% $3.0M 2025-01-15 $46.84
2024 Q3 REDUCED 62,486 -1,848 -2.9% 1.34% $3.1M 2024-10-15 $46.22
2024 Q2 ADDED 64,334 +8 +0.0% 1.46% $3.2M 2024-07-22 $45.56
2024 Q1 REDUCED 64,326 -2,717 -4.1% 1.48% $3.2M 2024-04-25 $44.93
2023 Q4 REDUCED 67,043 -3,697 -5.2% 1.38% $3.3M 2024-01-30 $44.28
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Grant/GrossMendelsohn, LLC and PULS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grant/GrossMendelsohn, LLC reported owning PULS?

Grant/GrossMendelsohn, LLC reported PULS across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported PULS position in Grant/GrossMendelsohn, LLC's portfolio?

The largest reported portfolio weight for PULS was 1.56% in 2024 Q4.

What is the latest reported PULS position on this page?

The most recent filing on this page is 2025 Q1, when Grant/GrossMendelsohn, LLC reported 51,595 shares, equal to 1.42% of portfolio, with an estimated market value of $2.6M.

What does the chart on this PULS ownership page compare?

The chart compares Grant/GrossMendelsohn, LLC's quarterly PULS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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