KWM
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Kingsview Wealth Management’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Kingsview Wealth Management’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 		$224K Sell
4,397
-1,586
-27% -$81.1K ﹤0.01% 1314
2026
Q1 		$305K Buy
+5,983
New +$308K ﹤0.01% 1081

Other funds holding PSDM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Kingsview Wealth Management's PSDM Position: Q2 2026 in Review

Kingsview Wealth Management reduced its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 27% in Q2 2026, selling an estimated $81.1K and leaving 4,397 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Kingsview Wealth Management first reported a position in PSDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $305K in Q1 2026. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Kingsview Wealth Management held 4,397 shares of PGIM Short Duration Multi-Sector Bond ETF worth $224K as of Q2 2026.
  • Kingsview Wealth Management sold 1,586 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $81.1K.
  • PGIM Short Duration Multi-Sector Bond ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1314 holding.
  • Kingsview Wealth Management first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingsview Wealth Management's PGIM Short Duration Multi-Sector Bond ETF position peaked at $305K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.