Creative Financial Designs’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Creative Financial Designs’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	$20.6K	Sell	595 -942	-61%	-$33.3K	﹤0.01%	1194
2025 Q4	$54.5K	Sell	1,537 -322	-17%	-$11.4K	﹤0.01%	834
2025 Q3	$66.5K	Sell	1,859 -1,509	-45%	-$53.6K	﹤0.01%	756
2025 Q2	$120K	Sell	3,368 -781	-19%	-$27.1K	0.01%	623
2025 Q1	$144K	Buy	4,149 +209	+5%	+$7.33K	0.01%	528
2024 Q4	$137K	Buy	+3,940	New	+$139K	0.01%	531
2024 Q3	–	Sell	-342	Closed	-$11.8K	–	1718
2024 Q2	$11.8K	Hold	342	–	–	﹤0.01%	1110
2024 Q1	$12K	Hold	342	–	–	﹤0.01%	1091
2023 Q4	$11.9K	Hold	342	–	–	﹤0.01%	1037
2023 Q3	$11.4K	Hold	342	–	–	﹤0.01%	988
2023 Q2	$11.7K	Buy	342 +6	+2%	+$204	﹤0.01%	971
2023 Q1	$11.5K	Buy	336 +7	+2%	+$238	﹤0.01%	927
2022 Q4	$11.1K	Buy	329 +6	+2%	+$202	﹤0.01%	880
2022 Q3	$11K	Buy	323 +5	+2%	+$174	﹤0.01%	875
2022 Q2	$11K	Buy	318 +4	+1%	+$144	﹤0.01%	854
2022 Q1	$12K	Buy	314 +7	+2%	+$273	﹤0.01%	873
2021 Q4	$12K	Buy	+307	New	+$12.5K	﹤0.01%	865

Other funds holding PHYL

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Financial Designs's PHYL Position: Q1 2026 in Review

Creative Financial Designs reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 61% in Q1 2026, selling an estimated $33.3K and leaving 595 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Creative Financial Designs first reported a position in PHYL in Q4 2021 and has held it in 17 quarters since. The position peaked at $144K in Q1 2025. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

Creative Financial Designs held 595 shares of PGIM Active High Yield Bond ETF worth $20.6K as of Q1 2026.
Creative Financial Designs sold 942 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $33.3K.
PGIM Active High Yield Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1194 holding.
Creative Financial Designs first reported a position in PGIM Active High Yield Bond ETF in Q4 2021 and has held it in 17 quarters since.
Creative Financial Designs's PGIM Active High Yield Bond ETF position peaked at $144K in Q1 2025.
126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.