Moneta Group Investment Advisors’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Moneta Group Investment Advisors’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000	Closed	-$165K	–	848
2025 Q4	$165K	Buy	+10,000	New	+$165K	﹤0.01%	783

Other funds holding SDHY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Moneta Group Investment Advisors's SDHY Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q1 2026, closing a stake of 10,000 shares — an estimated $165K sold.

Moneta Group Investment Advisors first reported a position in SDHY in Q4 2025 and held it in 1 quarter. The position peaked at $165K in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q1 2026.

Moneta Group Investment Advisors reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,000 PGIM Short Duration High Yield Opportunities Fund shares in Q1 2026, an estimated $165K.
Moneta Group Investment Advisors first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2025 and held it in 1 quarter.
Moneta Group Investment Advisors's PGIM Short Duration High Yield Opportunities Fund position peaked at $165K in Q4 2025.
58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.