KFP
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Kerr Financial Planning’s PGIM Short Duration High Yield ETF PSH Stock Holding History

Kerr Financial Planning’s Portfolio PSH Stock Details PSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7K Hold
1,204
– – 0.02% 285
2026
Q1 		$19.3K Hold
1,204
– – 0.01% 283
2025
Q4 		$20K Buy
+1,204
New +$60.8K 0.03% 280

Other funds holding PSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SFG
Stonebridge Financial Group San Rafael, California $722M AUM

Kerr Financial Planning's PSH Position: Q2 2026 in Review

Kerr Financial Planning held its PGIM Short Duration High Yield ETF (PSH) position steady in Q2 2026 at 1,204 shares worth $19.7K. The position accounts for 0.02% of the portfolio, ranked #285.

Kerr Financial Planning first reported a position in PSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $20K in Q4 2025. 34 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

  • Kerr Financial Planning held 1,204 shares of PGIM Short Duration High Yield ETF worth $19.7K as of Q2 2026.
  • Kerr Financial Planning left its PGIM Short Duration High Yield ETF share count unchanged in Q2 2026.
  • PGIM Short Duration High Yield ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #285 holding.
  • Kerr Financial Planning first reported a position in PGIM Short Duration High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's PGIM Short Duration High Yield ETF position peaked at $20K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.