Pension & Wealth Management Advisors’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Pension & Wealth Management 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 Q2	$99.3K	Buy	6,060 +120	+2%	+$1.93K	0.03%	255
2026 Q1	$95.2K	Buy	5,940 +116	+2%	+$1.91K	0.03%	244
2025 Q4	$95.8K	Buy	5,824 +113	+2%	+$1.87K	0.03%	237
2025 Q3	$95.5K	Sell	5,711 -467	-8%	-$7.85K	0.03%	214
2025 Q2	$104K	Buy	6,178 +122	+2%	+$1.97K	0.03%	199
2025 Q1	$99.8K	Buy	6,056 +117	+2%	+$1.93K	0.04%	204
2024 Q4	$95.8K	Buy	5,939 +116	+2%	+$1.92K	0.04%	193
2024 Q3	$97.4K	Buy	5,823 +77	+1%	+$1.22K	0.05%	167
2024 Q2	$88.1K	Buy	5,746 +122	+2%	+$1.85K	0.05%	162
2024 Q1	$86.5K	Buy	5,624 +118	+2%	+$1.79K	0.06%	157
2023 Q4	$82.6K	Sell	5,506 -2,637	-32%	-$38.4K	0.05%	150
2023 Q3	$118K	Buy	8,143 +5,385	+195%	+$81.1K	0.09%	118
2023 Q2	$120K	Hold	2,758	–	–	0.09%	116
2023 Q1	$40.9K	Hold	2,758	–	–	0.03%	168
2022 Q4	$40.5K	Buy	+2,758	New	+$40.8K	0.03%	162

Other funds holding SDHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

COLIM

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pension & Wealth Management Advisors's SDHY Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 2% in Q2 2026, buying an estimated $1.93K and bringing the position to 6,060 shares worth $99.3K. The position accounts for 0.03% of the portfolio, ranked #255.

Pension & Wealth Management Advisors first reported a position in SDHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $120K in Q2 2023. 55 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

Pension & Wealth Management Advisors held 6,060 shares of PGIM Short Duration High Yield Opportunities Fund worth $99.3K as of Q2 2026.
Pension & Wealth Management Advisors bought 120 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $1.93K.
PGIM Short Duration High Yield Opportunities Fund made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #255 holding.
Pension & Wealth Management Advisors first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's PGIM Short Duration High Yield Opportunities Fund position peaked at $120K in Q2 2023.
55 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.