EPW
SDHY

Evolve Private Wealth’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Evolve Private Wealth’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
Q2 		$1.16M Sell
70,900
-6,338
-8% -$102K 0.07% 245
2026
Q1 		$1.24M Buy
77,238
+194
+0.3% +$3.19K 0.07% 277
2025
Q4 		$1.28M Buy
+77,044
New +$1.27M 0.08% 239

Other funds holding SDHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Evolve Private Wealth's SDHY Position: Q2 2026 in Review

Evolve Private Wealth reduced its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 8.2% in Q2 2026, selling an estimated $102K and leaving 70,900 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #245.

Evolve Private Wealth first reported a position in SDHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

  • Evolve Private Wealth held 70,900 shares of PGIM Short Duration High Yield Opportunities Fund worth $1.16M as of Q2 2026.
  • Evolve Private Wealth sold 6,338 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $102K.
  • PGIM Short Duration High Yield Opportunities Fund made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #245 holding.
  • Evolve Private Wealth first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's PGIM Short Duration High Yield Opportunities Fund position peaked at $1.28M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.