Essex Financial Services’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Essex Financial Services’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	$1.13M	Buy	22,115 +7,134	+48%	+$365K	0.06%	292
2026 Q1	$764K	Sell	14,981 -100	-0.7%	-$5.14K	0.04%	349
2025 Q4	$776K	Buy	15,081 +7,600	+102%	+$391K	0.04%	339
2025 Q3	$386K	Hold	7,481	–	–	0.02%	502
2025 Q2	$384K	Buy	7,481 +392	+6%	+$20K	0.03%	475
2025 Q1	$363K	Buy	7,089 +2,920	+70%	+$149K	0.03%	454
2024 Q4	$212K	Buy	+4,169	New	+$212K	0.02%	593

Other funds holding PSDM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Essex Financial Services's PSDM Position: Q2 2026 in Review

Essex Financial Services increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 48% in Q2 2026, buying an estimated $365K and bringing the position to 22,115 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #292.

Essex Financial Services first reported a position in PSDM in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

Essex Financial Services held 22,115 shares of PGIM Short Duration Multi-Sector Bond ETF worth $1.13M as of Q2 2026.
Essex Financial Services bought 7,134 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $365K.
PGIM Short Duration Multi-Sector Bond ETF made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #292 holding.
Essex Financial Services first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2024 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.