Founders Financial Securities’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Founders Financial Securities’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 Q2	$4.92M	Sell	96,726 -8,960	-8%	-$458K	0.25%	78
2026 Q1	$5.41M	Buy	+105,686	New	+$5.44M	0.31%	69

Other funds holding PSDM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

TFG

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

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Founders Financial Securities's PSDM Position: Q2 2026 in Review

Founders Financial Securities reduced its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 8.5% in Q2 2026, selling an estimated $458K and leaving 96,726 shares worth $4.92M. The position accounts for 0.25% of the portfolio, ranked #78.

Founders Financial Securities first reported a position in PSDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.41M in Q1 2026. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

Founders Financial Securities held 96,726 shares of PGIM Short Duration Multi-Sector Bond ETF worth $4.92M as of Q2 2026.
Founders Financial Securities sold 8,960 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $458K.
PGIM Short Duration Multi-Sector Bond ETF made up 0.25% of Founders Financial Securities's portfolio in Q2 2026, its #78 holding.
Founders Financial Securities first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q1 2026 and has held it in 2 quarters since.
Founders Financial Securities's PGIM Short Duration Multi-Sector Bond ETF position peaked at $5.41M in Q1 2026.
35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.