Belpointe Asset Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Belpointe Asset 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
2023 Q1	–	Sell	-286	Closed	-$9.61K	–	3820
2022 Q4	$9.61K	Buy	+286	New	+$9.64K	﹤0.01%	2636

Other funds holding PHYL

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

FCG

Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Belpointe Asset Management's PHYL Position: Q1 2023 in Review

Belpointe Asset Management sold out of PGIM Active High Yield Bond ETF (PHYL) in Q1 2023, closing a stake of 286 shares — an estimated $9.61K sold.

Belpointe Asset Management first reported a position in PHYL in Q4 2022 and held it in 1 quarter. The position peaked at $9.61K in Q4 2022. 20 funds tracked by Wall St. Rank hold PHYL as of Q1 2023.

Belpointe Asset Management reported no remaining PGIM Active High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 286 PGIM Active High Yield Bond ETF shares in Q1 2023, an estimated $9.61K.
Belpointe Asset Management first reported a position in PGIM Active High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
Belpointe Asset Management's PGIM Active High Yield Bond ETF position peaked at $9.61K in Q4 2022.
20 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.