Atria Wealth Solutions’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-8,237	Closed	-$287K	–	1791
2025 Q1	$287K	Buy	+8,237	New	+$289K	﹤0.01%	1491
2024 Q4	–	Sell	-7,162	Closed	-$256K	–	2064
2024 Q3	$256K	Buy	7,162 +968	+16%	+$33.9K	﹤0.01%	1607
2024 Q2	$214K	Sell	6,194 -11,339	-65%	-$390K	﹤0.01%	1730
2024 Q1	$614K	Buy	+17,533	New	+$609K	0.01%	1155

Other funds holding PHYL

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Atria Wealth Solutions's PHYL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of PGIM Active High Yield Bond ETF (PHYL) in Q2 2025, closing a stake of 8,237 shares — an estimated $287K sold.

Atria Wealth Solutions first reported a position in PHYL in Q1 2024 and held it in 4 quarters. The position peaked at $614K in Q1 2024. 92 funds tracked by Wall St. Rank hold PHYL as of Q2 2025.

Atria Wealth Solutions reported no remaining PGIM Active High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,237 PGIM Active High Yield Bond ETF shares in Q2 2025, an estimated $287K.
Atria Wealth Solutions first reported a position in PGIM Active High Yield Bond ETF in Q1 2024 and held it in 4 quarters.
Atria Wealth Solutions's PGIM Active High Yield Bond ETF position peaked at $614K in Q1 2024.
92 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.