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Pgim Ultra Short Bd Etf etf/closed end- shares owned by Phoenix Wealth Advisors

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

Historical chart of Phoenix Wealth Advisors 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 Phoenix Wealth Advisors 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 Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 103k 49.83
2025-06-30 $5.3M 106k 49.76
2025-03-31 $8.5M 171k 49.73
2024-12-31 $4.0M 82k 49.55
2024-09-30 $209k 4.2k 49.78

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View all positions for Phoenix Wealth Advisors

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-