SPIA
PSDM icon

Steward Partners Investment Advisory’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$4.57M Buy
89,779
+7,052
+9% +$360K 0.02% 588
2026
Q1 		$4.22M Buy
+82,727
New +$4.26M 0.02% 571

Other funds holding PSDM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's PSDM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 8.5% in Q2 2026, buying an estimated $360K and bringing the position to 89,779 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #588.

Steward Partners Investment Advisory first reported a position in PSDM in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Steward Partners Investment Advisory held 89,779 shares of PGIM Short Duration Multi-Sector Bond ETF worth $4.57M as of Q2 2026.
  • Steward Partners Investment Advisory bought 7,052 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $360K.
  • PGIM Short Duration Multi-Sector Bond ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #588 holding.
  • Steward Partners Investment Advisory first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.