LPL Financial
PSH icon

LPL Financial’s PGIM Short Duration High Yield ETF PSH Stock Holding History

LPL Financial’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
Q1 		$11.3M Buy
227,422
+100,939
+80% +$5.07M ﹤0.01% 1893
2025
Q4 		$6.37M Buy
126,483
+42,035
+50% +$2.12M ﹤0.01% 2331
2025
Q3 		$4.29M Buy
84,448
+55,437
+191% +$2.81M ﹤0.01% 2610
2025
Q2 		$1.47M Buy
+29,011
New +$1.45M ﹤0.01% 3404

Other funds holding PSH

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 $94.2B AUM 21.24% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial's PSH Position: Q1 2026 in Review

LPL Financial increased its PGIM Short Duration High Yield ETF (PSH) stake by 80% in Q1 2026, buying an estimated $5.07M and bringing the position to 227,422 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

LPL Financial first reported a position in PSH in Q2 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold PSH as of Q1 2026.

  • LPL Financial held 227,422 shares of PGIM Short Duration High Yield ETF worth $11.3M as of Q1 2026.
  • LPL Financial bought 100,939 PGIM Short Duration High Yield ETF shares in Q1 2026, an estimated $5.07M.
  • PGIM Short Duration High Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1893 holding.
  • LPL Financial first reported a position in PGIM Short Duration High Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.