SEC 13F Intelligence

V Wealth Advisors LLC / PULS

V Wealth Advisors LLC’s Pgim Etf Tr Position

Does V Wealth Advisors LLC own Pgim Etf Tr (PULS)? Yes25.4K shares worth $1M (+1.01% of its 13F portfolio) as of Q3 2023, down from 127.7K shares the prior filed quarter.

Position Value
$1M
Q3 2023
Shares
25.4K
% of Portfolio
+1.01%
Quarters Held
15
currently held

Position History PULS

Reported value by quarter
Q1 ’20: $801,000Q1 ’20Q2 ’20: $752,000Q3 ’20: $387,000Q3 ’20Q4 ’20: $498,000Q1 ’21: $498,000Q1 ’21Q2 ’21: $279,000Q3 ’21: $278,000Q3 ’21Q4 ’21: $271,000Q1 ’22: $269,000Q1 ’22Q2 ’22: $219,000Q3 ’22: $219,000Q3 ’22Q4 ’22: $1MQ1 ’23: $3MQ1 ’23Q2 ’23: $6MQ3 ’23: $1MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202325.4K$1M+1.01%
Q2 2023127.7K$6M+1.05%
Q1 202361.9K$3M+0.57%
Q4 202226.6K$1M+0.27%
Q3 20224.5K$219,000+0.04%
Q2 20224.5K$219,000+0.04%
Q1 20225.5K$269,000+0.04%
Q4 20215.5K$271,000+0.04%
Q3 20215.6K$278,000+0.04%
Q2 20215.6K$279,000+0.04%
Q1 202110.0K$498,000+0.09%
Q4 202010.0K$498,000+0.10%
Q3 20207.8K$387,000+0.27%
Q2 202015.1K$752,000+0.20%
Q1 202016.5K$801,000+0.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of PULS.