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Coppell Advisory Solutions’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-94
Closed -$3.27K – 1442
2024
Q4 		$3.27K Hold
94
– – ﹤0.01% 1437
2024
Q3 		$3.36K Buy
94
+18
+24% +$631 ﹤0.01% 1346
2024
Q2 		$2.62K Buy
+76
New +$2.61K ﹤0.01% 1343

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Coppell Advisory Solutions's PHYL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of PGIM Active High Yield Bond ETF (PHYL) in Q1 2025, closing a stake of 94 shares — an estimated $3.27K sold.

Coppell Advisory Solutions first reported a position in PHYL in Q2 2024 and held it in 3 quarters. The position peaked at $3.36K in Q3 2024. 85 funds tracked by Wall St. Rank hold PHYL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining PGIM Active High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 94 PGIM Active High Yield Bond ETF shares in Q1 2025, an estimated $3.27K.
  • Coppell Advisory Solutions first reported a position in PGIM Active High Yield Bond ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's PGIM Active High Yield Bond ETF position peaked at $3.36K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.