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 Q1	$398K	Buy	+7,811	New	+$402K	0.03%	509

Other funds holding PSDM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TFG

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

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Golden State Equity Partners's PSDM Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q1 2026: 7,811 shares worth $398K. The stake represents 0.03% of the portfolio and ranks #509 among its holdings.

30 funds tracked by Wall St. Rank hold PSDM as of Q1 2026.

Golden State Equity Partners held 7,811 shares of PGIM Short Duration Multi-Sector Bond ETF worth $398K as of Q1 2026.
PGIM Short Duration Multi-Sector Bond ETF was a new Golden State Equity Partners position in Q1 2026.
PGIM Short Duration Multi-Sector Bond ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #509 holding.
30 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.