EverSource Wealth Advisors’s PGIM Short Duration High Yield ETF PSH Stock Holding History

EverSource Wealth Advisors’s Portfolio PSH Stock Details PSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.99M	Sell	120,121 -2,762	-2%	-$138K	0.2%	104
2026 Q1	$6.09M	Buy	122,883 +3,471	+3%	+$174K	0.19%	99
2025 Q4	$6.01M	Buy	119,412 +2,731	+2%	+$138K	0.22%	89
2025 Q3	$5.93M	Buy	+116,681	New	+$5.91M	0.23%	90

Other funds holding PSH

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

EverSource Wealth Advisors's PSH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PGIM Short Duration High Yield ETF (PSH) stake by 2.2% in Q2 2026, selling an estimated $138K and leaving 120,121 shares worth $5.99M. The position accounts for 0.2% of the portfolio, ranked #104.

EverSource Wealth Advisors first reported a position in PSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.09M in Q1 2026. 7 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

EverSource Wealth Advisors held 120,121 shares of PGIM Short Duration High Yield ETF worth $5.99M as of Q2 2026.
EverSource Wealth Advisors sold 2,762 PGIM Short Duration High Yield ETF shares in Q2 2026, an estimated $138K.
PGIM Short Duration High Yield ETF made up 0.2% of EverSource Wealth Advisors's portfolio in Q2 2026, its #104 holding.
EverSource Wealth Advisors first reported a position in PGIM Short Duration High Yield ETF in Q3 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's PGIM Short Duration High Yield ETF position peaked at $6.09M in Q1 2026.
7 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.