WAP
PSDM icon

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

Wealthcare Advisory 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
Q2 		– Sell
-16,403
Closed -$836K – 1140
2026
Q1 		$836K Buy
16,403
+789
+5% +$40.6K 0.02% 566
2025
Q4 		$804K Buy
+15,614
New +$804K 0.02% 571

Other funds holding PSDM

TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PAL
PRAIRIE ADVISORY, LLC Leawood, Kansas $426M AUM
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Wealthcare Advisory Partners's PSDM Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q2 2026, closing a stake of 16,403 shares — an estimated $836K sold.

Wealthcare Advisory Partners first reported a position in PSDM in Q4 2025 and held it in 2 quarters. The position peaked at $836K in Q1 2026. 4 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining PGIM Short Duration Multi-Sector Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 16,403 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $836K.
  • Wealthcare Advisory Partners first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2025 and held it in 2 quarters.
  • Wealthcare Advisory Partners's PGIM Short Duration Multi-Sector Bond ETF position peaked at $836K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.