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 Q2	$2.34K	Sell	67 -17	-20%	-$596	﹤0.01%	3663
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 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

EverSource Wealth Advisors's PHYL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 20% in Q2 2026, selling an estimated $596 and leaving 67 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

EverSource Wealth Advisors first reported a position in PHYL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.5K in Q4 2024. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

EverSource Wealth Advisors held 67 shares of PGIM Active High Yield Bond ETF worth $2.34K as of Q2 2026.
EverSource Wealth Advisors sold 17 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $596.
PGIM Active High Yield Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3663 holding.
EverSource Wealth Advisors first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's PGIM Active High Yield Bond ETF position peaked at $7.5K in Q4 2024.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.