Clear Creek Financial Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Clear Creek Financial Management’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
2025 Q3	–	Sell	-4,640	Closed	-$231K	–	583
2025 Q2	$231K	Sell	4,640 -2,875	-38%	-$143K	0.02%	493
2025 Q1	$374K	Sell	7,515 -79	-1%	-$3.92K	0.04%	356
2024 Q4	$376K	Buy	7,594 +17	+0.2%	+$844	0.04%	343
2024 Q3	$377K	Buy	7,577 +46	+0.6%	+$2.28K	0.04%	310
2024 Q2	$374K	Buy	7,531 +54	+0.7%	+$2.68K	0.05%	294
2024 Q1	$372K	Sell	7,477 -601	-7%	-$29.8K	0.05%	289
2023 Q4	$399K	Sell	8,078 -6,811	-46%	-$336K	0.06%	221
2023 Q3	$737K	Sell	14,889 -346	-2%	-$17.1K	0.13%	131
2023 Q2	$753K	Buy	+15,235	New	+$750K	0.13%	130

Other funds holding PULS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return