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 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Evolve Private Wealth's SDHY Position: Q1 2026 in Review

Evolve Private Wealth increased its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 0.25% in Q1 2026, buying an estimated $3.19K and bringing the position to 77,238 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #277.

Evolve Private Wealth first reported a position in SDHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.28M in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q1 2026.

Evolve Private Wealth held 77,238 shares of PGIM Short Duration High Yield Opportunities Fund worth $1.24M as of Q1 2026.
Evolve Private Wealth bought 194 PGIM Short Duration High Yield Opportunities Fund shares in Q1 2026, an estimated $3.19K.
PGIM Short Duration High Yield Opportunities Fund made up 0.07% of Evolve Private Wealth's portfolio in Q1 2026, its #277 holding.
Evolve Private Wealth first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.