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Golden State Equity Partners’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Golden State Equity Partners’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 		– Sell
-7,811
Closed -$398K – 1378
2026
Q1 		$398K Buy
+7,811
New +$402K 0.03% 509

Other funds holding PSDM

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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Golden State Equity Partners's PSDM Position: Q2 2026 in Review

Golden State Equity Partners sold out of PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q2 2026, closing a stake of 7,811 shares — an estimated $398K sold.

Golden State Equity Partners first reported a position in PSDM in Q1 2026 and held it in 1 quarter. The position peaked at $398K in Q1 2026. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Golden State Equity Partners reported no remaining PGIM Short Duration Multi-Sector Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 7,811 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $398K.
  • Golden State Equity Partners first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's PGIM Short Duration Multi-Sector Bond ETF position peaked at $398K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.