Pinnacle Wealth Planning Services’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Pinnacle Wealth Planning Services’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	$6.28K	Sell	392 -196	-33%	-$3.22K	﹤0.01%	2189
2025 Q4	$9.67K	Buy	+588	New	+$9.71K	﹤0.01%	2028

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 $1.38B AUM 42.43% 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

Pinnacle Wealth Planning Services's SDHY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 33% in Q1 2026, selling an estimated $3.22K and leaving 392 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Pinnacle Wealth Planning Services first reported a position in SDHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.67K in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q1 2026.

Pinnacle Wealth Planning Services held 392 shares of PGIM Short Duration High Yield Opportunities Fund worth $6.28K as of Q1 2026.
Pinnacle Wealth Planning Services sold 196 PGIM Short Duration High Yield Opportunities Fund shares in Q1 2026, an estimated $3.22K.
PGIM Short Duration High Yield Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2189 holding.
Pinnacle Wealth Planning Services first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's PGIM Short Duration High Yield Opportunities Fund position peaked at $9.67K in Q4 2025.
58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.