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Bogart Wealth LLC’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Bogart Wealth LLC’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
2020
Q3 		– Sell
-50
Closed -$2K – 478
2020
Q2 		$2K Hold
50
– – ﹤0.01% 395
2020
Q1 		$2K Sell
50
-16
-24% -$630 ﹤0.01% 371
2019
Q4 		$3K Buy
+66
New +$2.71K ﹤0.01% 352

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bogart Wealth LLC's PHYL Position: Q3 2020 in Review

Bogart Wealth LLC sold out of PGIM Active High Yield Bond ETF (PHYL) in Q3 2020, closing a stake of 50 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in PHYL in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 9 funds tracked by Wall St. Rank hold PHYL as of Q3 2020.

  • Bogart Wealth LLC reported no remaining PGIM Active High Yield Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Bogart Wealth LLC sold 50 PGIM Active High Yield Bond ETF shares in Q3 2020, an estimated $2K.
  • Bogart Wealth LLC first reported a position in PGIM Active High Yield Bond ETF in Q4 2019 and held it in 3 quarters.
  • Bogart Wealth LLC's PGIM Active High Yield Bond ETF position peaked at $3K in Q4 2019.
  • 9 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q3 2020.

Based on Bogart Wealth LLC's 13F filing for Q3 2020, filed 6 Oct 2020.