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Pgim Ultra Short Bd Etf etf/closed end- shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $798k 16k 49.83
2025-06-30 $9.7M 195k 49.76
2025-03-31 $863k 17k 49.73
2024-12-31 $860k 17k 49.55

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
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Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
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View all positions for Kovitz Investment Group Partners

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-