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Claro Advisors’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Claro 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
Q1 		– Sell
-21,861
Closed -$776K – 527
2025
Q4 		$776K Buy
21,861
+4,374
+25% +$155K 0.11% 170
2025
Q3 		$625K Buy
17,487
+924
+6% +$32.8K 0.09% 190
2025
Q2 		$588K Sell
16,563
-12,229
-42% -$424K 0.1% 182
2025
Q1 		$1M Buy
28,792
+1,084
+4% +$38K 0.13% 145
2024
Q4 		$963K Buy
+27,708
New +$976K 0.13% 143

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

Claro Advisors's PHYL Position: Q1 2026 in Review

Claro Advisors sold out of PGIM Active High Yield Bond ETF (PHYL) in Q1 2026, closing a stake of 21,861 shares — an estimated $776K sold.

Claro Advisors first reported a position in PHYL in Q4 2024 and held it in 5 quarters. The position peaked at $1M in Q1 2025. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

  • Claro Advisors reported no remaining PGIM Active High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 21,861 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $776K.
  • Claro Advisors first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and held it in 5 quarters.
  • Claro Advisors's PGIM Active High Yield Bond ETF position peaked at $1M in Q1 2025.
  • 126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.