Impact Partnership Wealth
PULS icon

Impact Partnership Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Impact Partnership Wealth’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 		$2.29M Buy
46,303
+3,498
+8% +$174K 0.2% 74
2026
Q2 		$2.12M Buy
42,805
+9,543
+29% +$474K 0.21% 67
2026
Q1 		$1.65M Buy
33,262
+5,182
+18% +$257K 0.2% 66
2025
Q4 		$1.39M Sell
28,080
-250
-0.9% -$12.4K 0.18% 75
2025
Q3 		$1.41M Buy
28,330
+15,417
+119% +$766K 0.21% 58
2025
Q2 		$643K Buy
+12,913
New +$640K 0.12% 102
2023
Q4 		– Sell
-465
Closed -$23K – 1041
2023
Q3 		$23K Sell
465
-7
-1% -$346 0.01% 476
2023
Q2 		$23.3K Buy
+472
New +$23.3K 0.01% 322

Other funds holding PULS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Impact Partnership Wealth's PULS Position: Q3 2026 in Review

Impact Partnership Wealth increased its PGIM Ultra Short Bond ETF (PULS) stake by 8.2% in Q3 2026, buying an estimated $174K and bringing the position to 46,303 shares worth $2.29M. The position accounts for 0.2% of the portfolio, ranked #74.

Impact Partnership Wealth first reported a position in PULS in Q2 2023 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Impact Partnership Wealth held 46,303 shares of PGIM Ultra Short Bond ETF worth $2.29M as of Q3 2026.
  • Impact Partnership Wealth bought 3,498 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $174K.
  • PGIM Ultra Short Bond ETF made up 0.2% of Impact Partnership Wealth's portfolio in Q3 2026, its #74 holding.
  • Impact Partnership Wealth first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 8 quarters since.
  • 348 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.