PWMAI
SDHY

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$99.3K Buy
6,060
+120
+2% +$1.93K 0.03% 255
2026
Q1 		$95.2K Buy
5,940
+116
+2% +$1.91K 0.03% 244
2025
Q4 		$95.8K Buy
5,824
+113
+2% +$1.87K 0.03% 237
2025
Q3 		$95.5K Sell
5,711
-467
-8% -$7.85K 0.03% 214
2025
Q2 		$104K Buy
6,178
+122
+2% +$1.97K 0.03% 199
2025
Q1 		$99.8K Buy
6,056
+117
+2% +$1.93K 0.04% 204
2024
Q4 		$95.8K Buy
5,939
+116
+2% +$1.92K 0.04% 193
2024
Q3 		$97.4K Buy
5,823
+77
+1% +$1.22K 0.05% 167
2024
Q2 		$88.1K Buy
5,746
+122
+2% +$1.85K 0.05% 162
2024
Q1 		$86.5K Buy
5,624
+118
+2% +$1.79K 0.06% 157
2023
Q4 		$82.6K Sell
5,506
-2,637
-32% -$38.4K 0.05% 150
2023
Q3 		$118K Buy
8,143
+5,385
+195% +$81.1K 0.09% 118
2023
Q2 		$120K Hold
2,758
– – 0.09% 116
2023
Q1 		$40.9K Hold
2,758
– – 0.03% 168
2022
Q4 		$40.5K Buy
+2,758
New +$40.8K 0.03% 162

Other funds holding SDHY

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SDHY Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 2% in Q2 2026, buying an estimated $1.93K and bringing the position to 6,060 shares worth $99.3K. The position accounts for 0.03% of the portfolio, ranked #255.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SDHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $120K in Q2 2023. 30 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,060 shares of PGIM Short Duration High Yield Opportunities Fund worth $99.3K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 120 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $1.93K.
  • PGIM Short Duration High Yield Opportunities Fund made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #255 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PGIM Short Duration High Yield Opportunities Fund position peaked at $120K in Q2 2023.
  • 30 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.