XF
PSH icon

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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SFG
Stonebridge Financial Group San Rafael, California $722M AUM

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. 34 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.
  • 34 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.