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Pgim Short Duration High Yie shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Pgim Short Duration High Yie (ISD) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Pgim Short Duration High Yie

Tip: Access up to 7 years of quarterly data

All positions including Pgim Short Duration High Yie held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgim Short Duration High Yie by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6k 247 14.47
2020-12-31 $89k 6.0k 14.96

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Top funds holding Pgim Short Duration High Yie

Commonwealth Equity Services
Steel Peak Wealth Management
Raymond James Financial
Guggenheim Capital, LLC Managers
Cohen & Steers Capital Management
Wells Fargo & Company
Ameriprise Financial
Capital Investment Advisors
Invesco
Royal Bank of Canada
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Thrivent Financial for Lutherans
Private Advisor
LPL Financial

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