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Pgim Ultra Short Bd Etf etf/closed end- shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $29M 589k 49.50

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
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Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

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-