SFS
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Sunrise Financial Services’s PGIM Short Duration High Yield ETF PSH Stock Holding History

Sunrise Financial Services’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 		$3.94M Buy
78,991
+5,485
+7% +$274K 2.34% 15
2026
Q1 		$3.65M Sell
73,506
-70,710
-49% -$3.55M 2.58% 15
2025
Q4 		$7.26M Buy
+144,216
New +$7.28M 5.48% 4

Other funds holding PSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SFG
Stonebridge Financial Group San Rafael, California $722M AUM

Sunrise Financial Services's PSH Position: Q2 2026 in Review

Sunrise Financial Services increased its PGIM Short Duration High Yield ETF (PSH) stake by 7.5% in Q2 2026, buying an estimated $274K and bringing the position to 78,991 shares worth $3.94M. The position accounts for 2.34% of the portfolio, ranked #15.

Sunrise Financial Services first reported a position in PSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.26M in Q4 2025. 34 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

  • Sunrise Financial Services held 78,991 shares of PGIM Short Duration High Yield ETF worth $3.94M as of Q2 2026.
  • Sunrise Financial Services bought 5,485 PGIM Short Duration High Yield ETF shares in Q2 2026, an estimated $274K.
  • PGIM Short Duration High Yield ETF made up 2.34% of Sunrise Financial Services's portfolio in Q2 2026, its #15 holding.
  • Sunrise Financial Services first reported a position in PGIM Short Duration High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's PGIM Short Duration High Yield ETF position peaked at $7.26M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.