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Beacon Pointe Advisors’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Beacon Pointe Advisors’s Portfolio PSDM Stock Details PSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,256
Closed -$216K – 1366
2024
Q1 		$216K Buy
+4,256
New +$216K ﹤0.01% 1234

Other funds holding PSDM

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's PSDM Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q2 2024, closing a stake of 4,256 shares — an estimated $216K sold.

Beacon Pointe Advisors first reported a position in PSDM in Q1 2024 and held it in 1 quarter. The position peaked at $216K in Q1 2024. 8 funds tracked by Wall St. Rank hold PSDM as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining PGIM Short Duration Multi-Sector Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,256 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2024, an estimated $216K.
  • Beacon Pointe Advisors first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q1 2024 and held it in 1 quarter.
  • Beacon Pointe Advisors's PGIM Short Duration Multi-Sector Bond ETF position peaked at $216K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.