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Pgim Ultra Short Bd Etf etf/closed end- shares owned by BankPlus Wealth Management

Quarter-by-quarter ownership of Pgim Ultra Short Bd Etf etf/closed end- (PULS) shares owned by BankPlus Wealth Management from 13F filings

Historical chart of BankPlus Wealth Management investment in Pgim Ultra Short Bd Etf etf/closed end-

Tip: Access up to 7 years of quarterly data

All positions including Pgim Ultra Short Bd Etf etf/closed end- held by BankPlus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgim Ultra Short Bd Etf etf/closed end- by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 6.5k 49.82
2025-06-30 $234k 4.7k 49.76
2025-03-31 $214k 4.3k 49.73

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding Pgim Ultra Short Bd Etf etf/closed end-

Jpmorgan Chase & Co
Prudential Financial
Morgan Stanley
LPL Financial
Wells Fargo & Company
FMR
Raymond James Financial
UBS Group
Pnc Financial Services
Charles Schwab Investment Management
Royal Bank of Canada
Cetera Investment Advisers
Jones Financial Companies, L.L
Commonwealth Equity Services
Crane Advisory

View all funds holding Pgim Ultra Short Bd Etf etf/closed end-