BRWA
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B. Riley Wealth Advisors’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

B. Riley Wealth Advisors’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 		$264K Sell
7,501
-991
-12% -$34.8K 0.01% 666
2026
Q1 		$294K Buy
+8,492
New +$300K 0.02% 593

Other funds holding PHYL

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

B. Riley Wealth Advisors's PHYL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 12% in Q2 2026, selling an estimated $34.8K and leaving 7,501 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #666.

B. Riley Wealth Advisors first reported a position in PHYL in Q1 2026 and has held it in 2 quarters since. The position peaked at $294K in Q1 2026. 20 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • B. Riley Wealth Advisors held 7,501 shares of PGIM Active High Yield Bond ETF worth $264K as of Q2 2026.
  • B. Riley Wealth Advisors sold 991 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $34.8K.
  • PGIM Active High Yield Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #666 holding.
  • B. Riley Wealth Advisors first reported a position in PGIM Active High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's PGIM Active High Yield Bond ETF position peaked at $294K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.