AE Wealth Management’s State Street Short Duration IG Public & Private Credit ETF PRSD Stock Holding History

AE Wealth Management’s Portfolio PRSD Stock Details PRSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.7K	Buy	945 +488	+107%	+$12.2K	﹤0.01%	2227
2026 Q1	$11.4K	Buy	+457	New	+$11.5K	﹤0.01%	2249

Other funds holding PRSD

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

ZWA

Zinnia Wealth Advisory Ocala, Florida $98.1M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's PRSD Position: Q2 2026 in Review

AE Wealth Management increased its State Street Short Duration IG Public & Private Credit ETF (PRSD) stake by 107% in Q2 2026, buying an estimated $12.2K and bringing the position to 945 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

AE Wealth Management first reported a position in PRSD in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold PRSD as of Q2 2026.

AE Wealth Management held 945 shares of State Street Short Duration IG Public & Private Credit ETF worth $23.7K as of Q2 2026.
AE Wealth Management bought 488 State Street Short Duration IG Public & Private Credit ETF shares in Q2 2026, an estimated $12.2K.
State Street Short Duration IG Public & Private Credit ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2227 holding.
AE Wealth Management first reported a position in State Street Short Duration IG Public & Private Credit ETF in Q1 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held State Street Short Duration IG Public & Private Credit ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.