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Pgim Ultra Short Bd Etf etf/closed end- shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $633k 13k 49.83
2025-06-30 $582k 12k 49.76
2025-03-31 $364k 7.3k 49.73

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

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-