Carson Wealth (CWM LLC)’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$1.25K	Hold	78	–	–	﹤0.01%	5366
2025 Q4	$1K	Hold	78	–	–	﹤0.01%	5275
2025 Q3	$1K	Hold	78	–	–	﹤0.01%	5184
2025 Q2	$1K	Hold	78	–	–	﹤0.01%	5062
2025 Q1	$1K	Hold	78	–	–	﹤0.01%	4979
2024 Q4	$1K	Hold	78	–	–	﹤0.01%	4791
2024 Q3	$1K	Buy	+78	New	+$1.24K	﹤0.01%	4697
2023 Q1	–	Sell	-11	Closed	–	–	4315
2022 Q4	$0	Hold	11	–	–	﹤0.01%	4220
2022 Q3	$0	Hold	11	–	–	﹤0.01%	4159
2022 Q2	$0	Buy	+11	New	+$174	﹤0.01%	4068

Other funds holding SDHY

1CP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 $1.66B AUM 59.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SDHY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its PGIM Short Duration High Yield Opportunities Fund (SDHY) position steady in Q1 2026 at 78 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #5366.

Carson Wealth (CWM LLC) first reported a position in SDHY in Q2 2022 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold SDHY as of Q1 2026.

Carson Wealth (CWM LLC) held 78 shares of PGIM Short Duration High Yield Opportunities Fund worth $1.25K as of Q1 2026.
Carson Wealth (CWM LLC) left its PGIM Short Duration High Yield Opportunities Fund share count unchanged in Q1 2026.
PGIM Short Duration High Yield Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5366 holding.
Carson Wealth (CWM LLC) first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q2 2022 and has held it in 10 quarters since.
59 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.