Trilogy Capital’s PGIM Short Duration High Yield ETF PSH Stock Holding History

Trilogy Capital’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	–	Sell	-4,775	Closed	-$237K	–	421
2026 Q1	$237K	Hold	4,775	–	–	0.01%	358
2025 Q4	$240K	Hold	4,775	–	–	0.01%	351
2025 Q3	$243K	Hold	4,775	–	–	0.01%	349
2025 Q2	$242K	Buy	+4,775	New	+$239K	0.01%	328

Other funds holding PSH

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 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

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Trilogy Capital's PSH Position: Q2 2026 in Review

Trilogy Capital sold out of PGIM Short Duration High Yield ETF (PSH) in Q2 2026, closing a stake of 4,775 shares — an estimated $237K sold.

Trilogy Capital first reported a position in PSH in Q2 2025 and held it in 4 quarters. The position peaked at $243K in Q3 2025. 5 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

Trilogy Capital reported no remaining PGIM Short Duration High Yield ETF position as of Q2 2026 after selling out during the quarter.
Trilogy Capital sold 4,775 PGIM Short Duration High Yield ETF shares in Q2 2026, an estimated $237K.
Trilogy Capital first reported a position in PGIM Short Duration High Yield ETF in Q2 2025 and held it in 4 quarters.
Trilogy Capital's PGIM Short Duration High Yield ETF position peaked at $243K in Q3 2025.
5 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.