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Clarity Retirement & Wealth’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Clarity Retirement & Wealth’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 		$4.28M Buy
122,668
+54,656
+80% +$1.92M 2.95% 10
2026
Q1 		$2.36M Buy
68,012
+5,166
+8% +$183K 1.9% 13
2025
Q4 		$2.23M Buy
+62,846
New +$2.23M 1.96% 13

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Clarity Retirement & Wealth's PHYL Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its PGIM Active High Yield Bond ETF (PHYL) stake by 80% in Q2 2026, buying an estimated $1.92M and bringing the position to 122,668 shares worth $4.28M. The position accounts for 2.95% of the portfolio, ranked #10.

Clarity Retirement & Wealth first reported a position in PHYL in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • Clarity Retirement & Wealth held 122,668 shares of PGIM Active High Yield Bond ETF worth $4.28M as of Q2 2026.
  • Clarity Retirement & Wealth bought 54,656 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $1.92M.
  • PGIM Active High Yield Bond ETF made up 2.95% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #10 holding.
  • Clarity Retirement & Wealth first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.