PFG
PSH icon

Prosperity Financial Group’s PGIM Short Duration High Yield ETF PSH Stock Holding History

Prosperity Financial Group’s Portfolio PSH Stock Details PSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Hold
6,700
– – 0.1% 143
2026
Q1 		$332K Hold
6,700
– – 0.12% 137
2025
Q4 		$337K Sell
6,700
-15,556
-70% -$785K 0.12% 128
2025
Q3 		$1.13M Buy
22,256
+2,032
+10% +$103K 0.41% 66
2025
Q2 		$1.02M Buy
+20,224
New +$1.01M 0.43% 60

Other funds holding PSH

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Prosperity Financial Group's PSH Position: Q2 2026 in Review

Prosperity Financial Group held its PGIM Short Duration High Yield ETF (PSH) position steady in Q2 2026 at 6,700 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #143.

Prosperity Financial Group first reported a position in PSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2025. 14 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

  • Prosperity Financial Group held 6,700 shares of PGIM Short Duration High Yield ETF worth $334K as of Q2 2026.
  • Prosperity Financial Group left its PGIM Short Duration High Yield ETF share count unchanged in Q2 2026.
  • PGIM Short Duration High Yield ETF made up 0.1% of Prosperity Financial Group's portfolio in Q2 2026, its #143 holding.
  • Prosperity Financial Group first reported a position in PGIM Short Duration High Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • Prosperity Financial Group's PGIM Short Duration High Yield ETF position peaked at $1.13M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.