TWIN PEAKS WEALTH ADVISORS, LLC
Position in SDHY — PGIM Short Duration High Yield Opportunities Fund
CIK 2006218
BURLINGAME, CA
Position in SDHY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$282,104
+$164,870 QoQ
Shares Held
17,212
+135.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#39
of 58 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SDHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $482,731 across 2 Asset Management names. SDHY ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SDHY |
PGIM Short Duration High Yield Opportunities Fund
This page
|
17,212 | $282,104 | |
| 2 | BX |
Blackstone Inc.
|
1,705 | $200,627 |
All Filings in SDHY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,104 | 17,212 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $117,234 | 7,318 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $144,975 | 8,609 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||