MAS
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MPWM Advisory Solutions’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

MPWM Advisory Solutions’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 		$116K Buy
+2,287
New +$117K 0.05% 140

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

MPWM Advisory Solutions's PSDM Position: Q2 2026 in Review

MPWM Advisory Solutions opened a new position in PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q2 2026: 2,287 shares worth $116K. The stake represents 0.05% of the portfolio and ranks #140 among its holdings.

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

  • MPWM Advisory Solutions held 2,287 shares of PGIM Short Duration Multi-Sector Bond ETF worth $116K as of Q2 2026.
  • PGIM Short Duration Multi-Sector Bond ETF was a new MPWM Advisory Solutions position in Q2 2026.
  • PGIM Short Duration Multi-Sector Bond ETF made up 0.05% of MPWM Advisory Solutions's portfolio in Q2 2026, its #140 holding.
  • 35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.