Carson Wealth (CWM LLC)
PHYL icon

Carson Wealth (CWM LLC)’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$12.5K Hold
360
– – ﹤0.01% 4689
2025
Q4 		$13K Sell
360
-486
-57% -$17.2K ﹤0.01% 4427
2025
Q3 		$30K Buy
846
+183
+28% +$6.5K ﹤0.01% 3884
2025
Q2 		$24K Buy
663
+510
+333% +$17.7K ﹤0.01% 3805
2025
Q1 		$5K Buy
153
+133
+665% +$4.67K ﹤0.01% 4476
2024
Q4 		$1K Buy
+20
New +$705 ﹤0.01% 4772
2024
Q1 		– Sell
-8,273
Closed -$288K – 4640
2023
Q4 		$288K Buy
+8,273
New +$278K ﹤0.01% 1271
2022
Q2 		– Sell
-276
Closed -$11K – 4030
2022
Q1 		$11K Buy
+276
New +$10.8K ﹤0.01% 2433

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PHYL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its PGIM Active High Yield Bond ETF (PHYL) position steady in Q1 2026 at 360 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4689.

Carson Wealth (CWM LLC) first reported a position in PHYL in Q1 2022 and has held it in 8 quarters since. The position peaked at $288K in Q4 2023. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 360 shares of PGIM Active High Yield Bond ETF worth $12.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its PGIM Active High Yield Bond ETF share count unchanged in Q1 2026.
  • PGIM Active High Yield Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4689 holding.
  • Carson Wealth (CWM LLC) first reported a position in PGIM Active High Yield Bond ETF in Q1 2022 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s PGIM Active High Yield Bond ETF position peaked at $288K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.