Clark Wealth Partners
PULS icon

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
Q3 		$18.7M Buy
376,065
+148,402
+65% +$7.36M 9.69% 3
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
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Clark Wealth Partners's PULS Position: Q3 2026 in Review

Clark Wealth Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 65% in Q3 2026, buying an estimated $7.36M and bringing the position to 376,065 shares worth $18.7M. The position accounts for 9.69% of the portfolio, ranked #3.

Clark Wealth Partners first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.5M in Q1 2025. 448 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Clark Wealth Partners held 376,065 shares of PGIM Ultra Short Bond ETF worth $18.7M as of Q3 2026.
  • Clark Wealth Partners bought 148,402 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $7.36M.
  • PGIM Ultra Short Bond ETF made up 9.69% of Clark Wealth Partners's portfolio in Q3 2026, its #3 holding.
  • Clark Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $20.5M in Q1 2025.
  • 448 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.