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 Q2	$9.65K	Buy	589 +197	+50%	+$3.17K	﹤0.01%	2079
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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

Pinnacle Wealth Planning Services's SDHY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 50% in Q2 2026, buying an estimated $3.17K and bringing the position to 589 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Pinnacle Wealth Planning Services first reported a position in SDHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.67K in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

Pinnacle Wealth Planning Services held 589 shares of PGIM Short Duration High Yield Opportunities Fund worth $9.65K as of Q2 2026.
Pinnacle Wealth Planning Services bought 197 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $3.17K.
PGIM Short Duration High Yield Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2079 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 3 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 Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.