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 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 $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TFG

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

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Essex Financial Services's PSDM Position: Q1 2026 in Review

Essex Financial Services reduced its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 0.66% in Q1 2026, selling an estimated $5.14K and leaving 14,981 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #349.

Essex Financial Services first reported a position in PSDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $776K in Q4 2025. 30 funds tracked by Wall St. Rank hold PSDM as of Q1 2026.

Essex Financial Services held 14,981 shares of PGIM Short Duration Multi-Sector Bond ETF worth $764K as of Q1 2026.
Essex Financial Services sold 100 PGIM Short Duration Multi-Sector Bond ETF shares in Q1 2026, an estimated $5.14K.
PGIM Short Duration Multi-Sector Bond ETF made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #349 holding.
Essex Financial Services first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2024 and has held it in 6 quarters since.
Essex Financial Services's PGIM Short Duration Multi-Sector Bond ETF position peaked at $776K in Q4 2025.
30 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.