MYIA
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Mount Yale Investment Advisors’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Mount Yale Investment Advisors’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 		$8.92M Buy
+175,262
New +$8.96M 0.17% 144

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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Yale Investment Advisors's PSDM Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q2 2026: 175,262 shares worth $8.92M. The stake represents 0.17% of the portfolio and ranks #144 among its holdings.

25 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Mount Yale Investment Advisors held 175,262 shares of PGIM Short Duration Multi-Sector Bond ETF worth $8.92M as of Q2 2026.
  • PGIM Short Duration Multi-Sector Bond ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • PGIM Short Duration Multi-Sector Bond ETF made up 0.17% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • 25 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.