Twin Peaks Wealth Advisors’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Buy	17,212 +9,894	+135%	+$159K	0.06%	175
2026 Q1	$117K	Buy	+7,318	New	+$120K	0.03%	261
2025 Q3	–	Sell	-8,609	Closed	-$145K	–	1745
2025 Q2	$145K	Buy	+8,609	New	+$139K	0.05%	188

Other funds holding SDHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Twin Peaks Wealth Advisors's SDHY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 135% in Q2 2026, buying an estimated $159K and bringing the position to 17,212 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #175.

Twin Peaks Wealth Advisors first reported a position in SDHY in Q2 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

Twin Peaks Wealth Advisors held 17,212 shares of PGIM Short Duration High Yield Opportunities Fund worth $282K as of Q2 2026.
Twin Peaks Wealth Advisors bought 9,894 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $159K.
PGIM Short Duration High Yield Opportunities Fund made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Twin Peaks Wealth Advisors first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q2 2025 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.