XML Financial’s PGIM Short Duration High Yield ETF PSH Stock Holding History

XML Financial’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	$308K	Buy	6,179 +600	+11%	+$30K	0.02%	362
2026 Q1	$277K	Buy	5,579 +25	+0.5%	+$1.26K	0.02%	354
2025 Q4	$280K	Sell	5,554 -700	-11%	-$35.3K	0.02%	351
2025 Q3	$318K	Buy	6,254 +675	+12%	+$34.2K	0.03%	305
2025 Q2	$282K	Sell	5,579 -1,600	-22%	-$80K	0.02%	310
2025 Q1	$361K	Buy	+7,179	New	+$362K	0.03%	265

Other funds holding PSH

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

HBW

Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

XML Financial's PSH Position: Q2 2026 in Review

XML Financial increased its PGIM Short Duration High Yield ETF (PSH) stake by 11% in Q2 2026, buying an estimated $30K and bringing the position to 6,179 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #362.

XML Financial first reported a position in PSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $361K in Q1 2025. 13 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

XML Financial held 6,179 shares of PGIM Short Duration High Yield ETF worth $308K as of Q2 2026.
XML Financial bought 600 PGIM Short Duration High Yield ETF shares in Q2 2026, an estimated $30K.
PGIM Short Duration High Yield ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #362 holding.
XML Financial first reported a position in PGIM Short Duration High Yield ETF in Q1 2025 and has held it in 6 quarters since.
XML Financial's PGIM Short Duration High Yield ETF position peaked at $361K in Q1 2025.
13 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.