Avior Wealth Management’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Avior Wealth Management’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-26,131	Closed	-$431K	–	770
2025 Q1	$431K	Buy	26,131 +2,252	+9%	+$37.2K	0.02%	446
2024 Q4	$385K	Buy	23,879 +289	+1%	+$4.78K	0.01%	521
2024 Q3	$394K	Buy	23,590 +4,171	+21%	+$66.2K	0.02%	516
2024 Q2	$298K	Buy	19,419 +2,209	+13%	+$33.5K	0.01%	572
2024 Q1	$265K	Buy	17,210 +16,971	+7,101%	+$258K	0.01%	624
2023 Q4	$3.58K	Hold	239	–	–	﹤0.01%	1239
2023 Q3	$3.46K	Buy	+239	New	+$3.6K	﹤0.01%	1296

Other funds holding SDHY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's SDHY Position: Q2 2025 in Review

Avior Wealth Management sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q2 2025, closing a stake of 26,131 shares — an estimated $431K sold.

Avior Wealth Management first reported a position in SDHY in Q3 2023 and held it in 7 quarters. The position peaked at $431K in Q1 2025. 50 funds tracked by Wall St. Rank hold SDHY as of Q2 2025.

Avior Wealth Management reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Avior Wealth Management sold 26,131 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2025, an estimated $431K.
Avior Wealth Management first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q3 2023 and held it in 7 quarters.
Avior Wealth Management's PGIM Short Duration High Yield Opportunities Fund position peaked at $431K in Q1 2025.
50 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.