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

EverSource Wealth 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 		$2.91K Sell
84
-6
-7% -$212 ﹤0.01% 3502
2025
Q4 		$3.19K Sell
90
-1
-1% -$35 ﹤0.01% 3316
2025
Q3 		$3.25K Sell
91
-2
-2% -$71 ﹤0.01% 3333
2025
Q2 		$3.3K Buy
93
+92
+9,200% +$3.19K ﹤0.01% 3318
2025
Q1 		$35 Sell
1
-215
-100% -$7.54K ﹤0.01% 3932
2024
Q4 		$7.5K Buy
+216
New +$7.61K ﹤0.01% 2150

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

EverSource Wealth Advisors's PHYL Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 6.7% in Q1 2026, selling an estimated $212 and leaving 84 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

EverSource Wealth Advisors first reported a position in PHYL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.5K in Q4 2024. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

  • EverSource Wealth Advisors held 84 shares of PGIM Active High Yield Bond ETF worth $2.91K as of Q1 2026.
  • EverSource Wealth Advisors sold 6 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $212.
  • PGIM Active High Yield Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3502 holding.
  • EverSource Wealth Advisors first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's PGIM Active High Yield Bond ETF position peaked at $7.5K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.