Monticello Wealth Management »

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

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

Historical chart of Monticello 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 Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 6.0k 49.59

More positions owned by Monticello Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
InterDigital (IDCC)

View all positions for Monticello Wealth Management

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

Prudential Financial
LPL Financial
Wells Fargo & Company
Raymond James Financial
FMR
Pnc Financial Services
UBS Group
Charles Schwab Investment Management
Cetera Investment Advisers
Jones Financial Companies, L.L
Commonwealth Equity Services
Stifel Financial
Kensington Asset Management
Crane Advisory
Ameriprise Financial

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