SWP
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Sagespring Wealth Partners’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Sagespring Wealth Partners’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
Q1 		$1.98M Buy
+38,855
New +$2M 0.04% 201

Other funds holding PSDM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sagespring Wealth Partners's PSDM Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q1 2026: 38,855 shares worth $1.98M. The stake represents 0.04% of the portfolio and ranks #201 among its holdings.

30 funds tracked by Wall St. Rank hold PSDM as of Q1 2026.

  • Sagespring Wealth Partners held 38,855 shares of PGIM Short Duration Multi-Sector Bond ETF worth $1.98M as of Q1 2026.
  • PGIM Short Duration Multi-Sector Bond ETF was a new Sagespring Wealth Partners position in Q1 2026.
  • PGIM Short Duration Multi-Sector Bond ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #201 holding.
  • 30 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.