Kestra Private Wealth Services’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Kestra Private Wealth Services’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	-5,888	Closed	-$300K	–	1891
2026 Q1	$300K	Buy	5,888 +64	+1%	+$3.29K	﹤0.01%	1455
2025 Q4	$300K	Buy	+5,824	New	+$300K	﹤0.01%	1423

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

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

Kestra Private Wealth Services's PSDM Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q2 2026, closing a stake of 5,888 shares — an estimated $300K sold.

Kestra Private Wealth Services first reported a position in PSDM in Q4 2025 and held it in 2 quarters. The position peaked at $300K in Q1 2026. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

Kestra Private Wealth Services reported no remaining PGIM Short Duration Multi-Sector Bond ETF position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 5,888 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $300K.
Kestra Private Wealth Services first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2025 and held it in 2 quarters.
Kestra Private Wealth Services's PGIM Short Duration Multi-Sector Bond ETF position peaked at $300K in Q1 2026.
35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.