Clark Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Clark Wealth Partners’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 Q2	$11.3M	Buy	227,663 +16,860	+8%	+$837K	6.39%	6
2026 Q1	$10.5M	Buy	210,803 +30,169	+17%	+$1.5M	7.03%	6
2025 Q4	$8.96M	Hold	180,634	–	–	5.46%	6
2025 Q3	$8.96M	Buy	180,634 +1,959	+1%	+$97.4K	5.46%	6
2025 Q2	$8.89M	Sell	178,675 -233,163	-57%	-$11.6M	6%	7
2025 Q1	$20.5M	Buy	411,838 +301,585	+274%	+$15M	15.19%	1
2024 Q4	$5.46M	Buy	+110,253	New	+$5.48M	4.24%	8

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Clark Wealth Partners's PULS Position: Q2 2026 in Review

Clark Wealth Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 8% in Q2 2026, buying an estimated $837K and bringing the position to 227,663 shares worth $11.3M. The position accounts for 6.39% of the portfolio, ranked #6.

Clark Wealth Partners first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5M in Q1 2025. 451 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Clark Wealth Partners held 227,663 shares of PGIM Ultra Short Bond ETF worth $11.3M as of Q2 2026.
Clark Wealth Partners bought 16,860 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $837K.
PGIM Ultra Short Bond ETF made up 6.39% of Clark Wealth Partners's portfolio in Q2 2026, its #6 holding.
Clark Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $20.5M in Q1 2025.
451 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.