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Pgim Ultra Short Bd Etf etf/closed end- shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in Pgim Ultra Short Bd Etf etf/closed end-

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All positions including Pgim Ultra Short Bd Etf etf/closed end- held by Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 23k 49.55
2026-03-31 $1.0M 21k 49.50
2025-12-31 $997k 20k 49.59

More positions owned by Carlson Financial

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First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
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Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

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

Jpmorgan Chase & Co
Prudential Financial
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
FMR
Cetera Investment Advisers
Raymond James Financial
Pnc Financial Services
UBS Group
Kensington Asset Management
Jones Financial Companies, L.L
Charles Schwab Investment Management
Sixth Street Partners Management Company

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