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

Evolution 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
Q1 		$31.9K Sell
920
-9
-1% -$318 0.02% 347
2025
Q4 		$33K Buy
+929
New +$32.9K 0.03% 294

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

Evolution Wealth Management's PHYL Position: Q1 2026 in Review

Evolution Wealth Management reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 0.97% in Q1 2026, selling an estimated $318 and leaving 920 shares worth $31.9K. The position accounts for 0.02% of the portfolio, ranked #347.

Evolution Wealth Management first reported a position in PHYL in Q4 2025 and has held it in 2 quarters since. The position peaked at $33K in Q4 2025. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

  • Evolution Wealth Management held 920 shares of PGIM Active High Yield Bond ETF worth $31.9K as of Q1 2026.
  • Evolution Wealth Management sold 9 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $318.
  • PGIM Active High Yield Bond ETF made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #347 holding.
  • Evolution Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's PGIM Active High Yield Bond ETF position peaked at $33K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.