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

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 130k 49.78
2024-06-30 $3.2M 64k 49.70
2024-03-31 $3.5M 71k 49.70
2023-12-31 $4.9M 99k 49.39
2023-09-30 $4.3M 87k 49.49

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

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

Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Pnc Financial Services
Royal Bank of Canada
Renaissance Technologies
Raymond James Financial Services Advisors
Crane Advisory
Advisor Group Holdings
Raymond James & Associates
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management

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