Carson Wealth (CWM LLC)
PULS icon

Carson Wealth (CWM LLC)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PULS Stock Details PULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.8M Sell
177,773
-24,151
-12% -$1.2M 0.02% 597
2025
Q4 		$10M Sell
201,924
-15,850
-7% -$788K 0.03% 531
2025
Q3 		$10.9M Buy
217,774
+6,475
+3% +$322K 0.03% 443
2025
Q2 		$10.5M Buy
211,299
+18,847
+10% +$935K 0.04% 383
2025
Q1 		$9.57M Buy
192,452
+26,040
+16% +$1.29M 0.04% 361
2024
Q4 		$8.25M Buy
166,412
+133,046
+399% +$6.61M 0.03% 359
2024
Q3 		$1.66M Buy
33,366
+991
+3% +$49.2K 0.01% 783
2024
Q2 		$1.61M Buy
32,375
+21,419
+196% +$1.06M 0.01% 708
2024
Q1 		$545K Buy
10,956
+8,107
+285% +$402K ﹤0.01% 1101
2023
Q4 		$141K Buy
2,849
+856
+43% +$42.3K ﹤0.01% 1578
2023
Q3 		$99K Buy
1,993
+1,841
+1,211% +$90.9K ﹤0.01% 1637
2023
Q2 		$8K Buy
152
+86
+130% +$4.24K ﹤0.01% 3231
2023
Q1 		$3K Buy
+66
New +$3.25K ﹤0.01% 3553
2022
Q3 		– Sell
-98
Closed -$5K – 4135
2022
Q2 		$5K Sell
98
-244
-71% -$12K ﹤0.01% 3004
2022
Q1 		$17K Buy
+342
New +$16.9K ﹤0.01% 2187

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PULS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its PGIM Ultra Short Bond ETF (PULS) stake by 12% in Q1 2026, selling an estimated $1.2M and leaving 177,773 shares worth $8.8M. The position accounts for 0.02% of the portfolio, ranked #597.

Carson Wealth (CWM LLC) first reported a position in PULS in Q1 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q3 2025. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 177,773 shares of PGIM Ultra Short Bond ETF worth $8.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 24,151 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $1.2M.
  • PGIM Ultra Short Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #597 holding.
  • Carson Wealth (CWM LLC) first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s PGIM Ultra Short Bond ETF position peaked at $10.9M in Q3 2025.
  • 447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.