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Action Point Financial Planning’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Action Point Financial Planning’s Portfolio PHYL Stock Details PHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.91K Buy
+198
New +$6.95K ﹤0.01% 1648

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Action Point Financial Planning's PHYL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PGIM Active High Yield Bond ETF (PHYL) in Q2 2026: 198 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #1648 among its holdings.

134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • Action Point Financial Planning held 198 shares of PGIM Active High Yield Bond ETF worth $6.91K as of Q2 2026.
  • PGIM Active High Yield Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • PGIM Active High Yield Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1648 holding.
  • 134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.