WIA
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World Investment Advisors’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

World Investment Advisors’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 		$307K Hold
6,009
– – 0.01% 1213
2026
Q1 		$306K Buy
+6,009
New +$309K ﹤0.01% 1245

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

World Investment Advisors's PSDM Position: Q2 2026 in Review

World Investment Advisors held its PGIM Short Duration Multi-Sector Bond ETF (PSDM) position steady in Q2 2026 at 6,009 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1213.

World Investment Advisors 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.

  • World Investment Advisors held 6,009 shares of PGIM Short Duration Multi-Sector Bond ETF worth $307K as of Q2 2026.
  • World Investment Advisors left its PGIM Short Duration Multi-Sector Bond ETF share count unchanged in Q2 2026.
  • PGIM Short Duration Multi-Sector Bond ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1213 holding.
  • World Investment Advisors 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.