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 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 $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

Kestra Private Wealth Services's PSDM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 1.1% in Q1 2026, buying an estimated $3.29K and bringing the position to 5,888 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Kestra Private Wealth Services first reported a position in PSDM in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold PSDM as of Q1 2026.

Kestra Private Wealth Services held 5,888 shares of PGIM Short Duration Multi-Sector Bond ETF worth $300K as of Q1 2026.
Kestra Private Wealth Services bought 64 PGIM Short Duration Multi-Sector Bond ETF shares in Q1 2026, an estimated $3.29K.
PGIM Short Duration Multi-Sector Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1455 holding.
Kestra Private Wealth Services first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2025 and has held it in 2 quarters since.
30 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.