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
Q2 		$17M Buy
340,590
+113,168
+50% +$5.66M ﹤0.01% 1702
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

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
SFS
Sunrise Financial Services Burien, Washington $168M AUM

LPL Financial's PSH Position: Q2 2026 in Review

LPL Financial increased its PGIM Short Duration High Yield ETF (PSH) stake by 50% in Q2 2026, buying an estimated $5.66M and bringing the position to 340,590 shares worth $17M. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

LPL Financial first reported a position in PSH in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

  • LPL Financial held 340,590 shares of PGIM Short Duration High Yield ETF worth $17M as of Q2 2026.
  • LPL Financial bought 113,168 PGIM Short Duration High Yield ETF shares in Q2 2026, an estimated $5.66M.
  • PGIM Short Duration High Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1702 holding.
  • LPL Financial first reported a position in PGIM Short Duration High Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.