Envestnet Portfolio Solutions’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Envestnet Portfolio 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
2026 Q2	$712K	Buy	20,426 +3,410	+20%	+$120K	﹤0.01%	838
2026 Q1	$589K	Buy	17,016 +5,509	+48%	+$195K	﹤0.01%	827
2025 Q4	$408K	Buy	+11,507	New	+$408K	﹤0.01%	1136
2025 Q2	–	Sell	-12,609	Closed	-$439K	–	1615
2025 Q1	$439K	Sell	12,609 -7,122	-36%	-$250K	﹤0.01%	1110
2024 Q4	$685K	Buy	19,731 +5,928	+43%	+$209K	﹤0.01%	1088
2024 Q3	$494K	Buy	13,803 +4,644	+51%	+$163K	﹤0.01%	1210
2024 Q2	$316K	Sell	9,159 -10,218	-53%	-$351K	﹤0.01%	1354
2024 Q1	$679K	Buy	+19,377	New	+$673K	﹤0.01%	993

Other funds holding PHYL

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

Envestnet Portfolio Solutions's PHYL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its PGIM Active High Yield Bond ETF (PHYL) stake by 20% in Q2 2026, buying an estimated $120K and bringing the position to 20,426 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Envestnet Portfolio Solutions first reported a position in PHYL in Q1 2024 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Envestnet Portfolio Solutions held 20,426 shares of PGIM Active High Yield Bond ETF worth $712K as of Q2 2026.
Envestnet Portfolio Solutions bought 3,410 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $120K.
PGIM Active High Yield Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #838 holding.
Envestnet Portfolio Solutions first reported a position in PGIM Active High Yield Bond ETF in Q1 2024 and has held it in 8 quarters since.
61 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.