Ducere Wealth Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Ducere Wealth Management’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	$746K	Buy	21,397 +5,210	+32%	+$183K	0.22%	70
2026 Q1	$561K	Buy	+16,187	New	+$573K	0.22%	69

Other funds holding PHYL

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ducere Wealth Management's PHYL Position: Q2 2026 in Review

Ducere Wealth Management increased its PGIM Active High Yield Bond ETF (PHYL) stake by 32% in Q2 2026, buying an estimated $183K and bringing the position to 21,397 shares worth $746K. The position accounts for 0.22% of the portfolio, ranked #70.

Ducere Wealth Management first reported a position in PHYL in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Ducere Wealth Management held 21,397 shares of PGIM Active High Yield Bond ETF worth $746K as of Q2 2026.
Ducere Wealth Management bought 5,210 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $183K.
PGIM Active High Yield Bond ETF made up 0.22% of Ducere Wealth Management's portfolio in Q2 2026, its #70 holding.
Ducere Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.