Prosperity Financial Group’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Prosperity Financial Group’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 Q3	$3.73M	Buy	+74,599	New	+$3.79M	1.1%	27

Other funds holding PSDM

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prosperity Financial Group's PSDM Position: Q3 2026 in Review

Prosperity Financial Group opened a new position in PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q3 2026: 74,599 shares worth $3.73M. The stake represents 1.1% of the portfolio and ranks #27 among its holdings.

9 funds tracked by Wall St. Rank hold PSDM as of Q3 2026.

Prosperity Financial Group held 74,599 shares of PGIM Short Duration Multi-Sector Bond ETF worth $3.73M as of Q3 2026.
PGIM Short Duration Multi-Sector Bond ETF was a new Prosperity Financial Group position in Q3 2026.
PGIM Short Duration Multi-Sector Bond ETF made up 1.1% of Prosperity Financial Group's portfolio in Q3 2026, its #27 holding.
9 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.