AE Wealth Management
PHYL icon

AE Wealth Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

AE Wealth Management’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 		$13K Hold
372
– – ﹤0.01% 2333
2026
Q1 		$12.9K Buy
+372
New +$13.2K ﹤0.01% 2222
2025
Q4 		– Sell
-1,268
Closed -$45.3K – 2532
2025
Q3 		$45.3K Buy
1,268
+1,181
+1,357% +$41.9K ﹤0.01% 1736
2025
Q2 		$3.1K Sell
87
-130
-60% -$4.5K ﹤0.01% 2010
2025
Q1 		$7.57K Sell
217
-174
-45% -$6.1K ﹤0.01% 1888
2024
Q4 		$13.6K Buy
+391
New +$13.8K ﹤0.01% 1798

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 22.9% 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
Capital Analysts LLC
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

AE Wealth Management's PHYL Position: Q2 2026 in Review

AE Wealth Management held its PGIM Active High Yield Bond ETF (PHYL) position steady in Q2 2026 at 372 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

AE Wealth Management first reported a position in PHYL in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.3K in Q3 2025. 136 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • AE Wealth Management held 372 shares of PGIM Active High Yield Bond ETF worth $13K as of Q2 2026.
  • AE Wealth Management left its PGIM Active High Yield Bond ETF share count unchanged in Q2 2026.
  • PGIM Active High Yield Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2333 holding.
  • AE Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's PGIM Active High Yield Bond ETF position peaked at $45.3K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.