PULS — PGIM ULTRA SHORT BOND ETF

Ownership history in Waldron Private Wealth LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Waldron Private Wealth LLC reported a position in PGIM ULTRA SHORT BOND ETF (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
0.02% (2023 Q3)
Avg. % of fund
0.01%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,043 — 0% 0.01% $251K $48.69
2025 Q2 REDUCED 5,043 -403 -7.4% 0.01% $251K $48.04
2025 Q1 UNCHANGED 5,446 — 0% 0.01% $271K $47.44
2024 Q4 UNCHANGED 5,446 — 0% 0.01% $271K $46.91
2024 Q3 REDUCED 5,446 -604 -10.0% 0.01% $271K $46.28
2024 Q2 UNCHANGED 6,050 — 0% 0.01% $301K $45.55
2024 Q1 UNCHANGED 6,050 — 0% 0.01% $301K $44.91
2023 Q4 REDUCED 6,050 -909 -13.1% 0.01% $300K $44.20
2023 Q3 INITIATED 6,959 — — 0.02% $344K —
% 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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