Envestnet Asset Management’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Envestnet Asset Management’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
2026 Q2	$14.3M	Sell	280,349 -1,034	-0.4%	-$52.9K	﹤0.01%	1694
2026 Q1	$14.3M	Buy	281,383 +17,071	+6%	+$878K	﹤0.01%	1578
2025 Q4	$13.6M	Buy	264,312 +26,782	+11%	+$1.38M	﹤0.01%	1497
2025 Q3	$12.2M	Buy	237,530 +9,013	+4%	+$463K	﹤0.01%	1629
2025 Q2	$11.7M	Buy	228,517 +32,067	+16%	+$1.63M	﹤0.01%	1627
2025 Q1	$10M	Buy	196,450 +13,386	+7%	+$682K	﹤0.01%	1659
2024 Q4	$9.29M	Buy	183,064 +36,600	+25%	+$1.86M	﹤0.01%	1706
2024 Q3	$7.54M	Buy	146,464 +32,436	+28%	+$1.65M	﹤0.01%	1839
2024 Q2	$5.76M	Buy	114,028 +33,302	+41%	+$1.68M	﹤0.01%	1928
2024 Q1	$4.09M	Buy	80,726 +46,340	+135%	+$2.35M	﹤0.01%	2121
2023 Q4	$1.74M	Buy	+34,386	New	+$1.73M	﹤0.01%	2561

Other funds holding PSDM

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management's PSDM Position: Q2 2026 in Review

Envestnet Asset Management reduced its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 0.37% in Q2 2026, selling an estimated $52.9K and leaving 280,349 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Envestnet Asset Management first reported a position in PSDM in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q1 2026. 25 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

Envestnet Asset Management held 280,349 shares of PGIM Short Duration Multi-Sector Bond ETF worth $14.3M as of Q2 2026.
Envestnet Asset Management sold 1,034 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $52.9K.
PGIM Short Duration Multi-Sector Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1694 holding.
Envestnet Asset Management first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2023 and has held it in 11 quarters since.
Envestnet Asset Management's PGIM Short Duration Multi-Sector Bond ETF position peaked at $14.3M in Q1 2026.
25 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

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