SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC PULS — PGIM ETF TR

Ownership history in SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC  ·  5 quarters on record

AI Ownership Summary

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported PGIM ETF TR (PULS) in 5 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.47% in 2024 Q4. The latest visible filing shows PULS at 0.47% 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.

What this PULS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHSTATE PRIVATE CAPITAL MANAGEMENT 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
2024 Q4

PULS was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% 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 2024 Q4

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.

PULS stock page SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC fund profile SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC full holdings
How SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC held PULS — position size vs. price
% of Fund (quarterly)    PULS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED — — — 47,894 +13,609 +39.7% 0.47% $2.4M 2025-02-14 (Est.) $46.90
2024 Q3 REDUCED 5.5% +1.4% ❌ 34,285 -1,981 -5.5% 0.31% $1.7M 2024-11-14 $46.27
2024 Q2 ADDED — — — 36,266 +21,744 +149.7% 0.33% $1.8M 2024-07-18 $45.39
2024 Q1 REDUCED 63.4% +1.4% ❌ 14,522 -25,151 -63.4% 0.15% $722K 2024-04-11 $44.69
2023 Q4 INITIATED — — — 39,673 — — 0.44% $2.0M 2024-01-09 $43.95

🏢 Other funds also holding PULS

As of 2026 Q1 — sorted by position size

Lakeshore Financial Planning, Inc. 13.8% M Wealth Management, LLC 11.76% Blue Water Asset Management 11.71% LeClair Wealth Partners LLC 11.71% Crane Advisory, LLC 3Y 11.42% Pine Harbor Wealth Management, LLC 10.15% Bulwark Capital Corp 9.82% Main Street Group, LTD 9.59% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.34% Good Steward Wealth Advisors,LLC 8.93%

FAQ About SOUTHSTATE PRIVATE CAPITAL MANAGEMENT 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 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported owning PULS?

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported PULS across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported PULS position in SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for PULS was 0.47% in 2024 Q4.

What is the latest reported PULS position on this page?

The most recent filing on this page is 2024 Q4, when SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported 47,894 shares, equal to 0.47% of portfolio, with an estimated market value of $2.4M.

What does the chart on this PULS ownership page compare?

The chart compares SOUTHSTATE PRIVATE CAPITAL MANAGEMENT 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.

How well did SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC time their PULS position?

Based on 13F filing dates vs. subsequent PULS price moves, SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on PULS relative to SPY over the holding period was -16.6%.

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