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

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

Historical chart of Root Financial Partners 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 Root Financial 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 61k 49.55
2026-03-31 $72k 1.4k 49.50
2025-12-31 $72k 1.4k 49.59
2025-09-30 $72k 1.4k 49.83

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

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

Jpmorgan Chase & Co
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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-