Pinnacle Wealth Planning Services
SDHY icon

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
Q3 		$6.03K Sell
396
-193
-33% -$3.07K ﹤0.01% 2252
2026
Q2 		$9.7K Buy
589
+197
+50% +$3.16K ﹤0.01% 2079
2026
Q1 		$6.28K Sell
392
-196
-33% -$3.22K ﹤0.01% 2189
2025
Q4 		$9.7K Buy
+588
New +$9.7K ﹤0.01% 2028

Other funds holding SDHY

AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Hazlett, Burt & Watson
Hazlett, Burt & Watson Wheeling, West Virginia $387M AUM 31.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pinnacle Wealth Planning Services's SDHY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 33% in Q3 2026, selling an estimated $3.07K and leaving 396 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Pinnacle Wealth Planning Services first reported a position in SDHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.7K in Q4 2025. 45 funds tracked by Wall St. Rank hold SDHY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 396 shares of PGIM Short Duration High Yield Opportunities Fund worth $6.03K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 193 PGIM Short Duration High Yield Opportunities Fund shares in Q3 2026, an estimated $3.07K.
  • PGIM Short Duration High Yield Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2252 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 4 quarters since.
  • Pinnacle Wealth Planning Services's PGIM Short Duration High Yield Opportunities Fund position peaked at $9.7K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.