Financial Connections Group’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Financial Connections Group’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
2025 Q1	–	Sell	-16,213	Closed	-$563K	–	233
2024 Q4	$563K	Sell	16,213 -1,437	-8%	-$50.6K	0.27%	33
2024 Q3	$631K	Sell	17,650 -111	-0.6%	-$3.89K	0.31%	31
2024 Q2	$612K	Sell	17,761 -2,162	-11%	-$74.3K	0.32%	32
2024 Q1	$698K	Sell	19,923 -3,564	-15%	-$124K	0.76%	15
2023 Q4	$817K	Buy	23,487 +427	+2%	+$14.3K	0.53%	28
2023 Q3	$770K	Sell	23,060 -7,687	-25%	-$261K	0.95%	17
2023 Q2	$1.05M	Sell	30,747 -17,375	-36%	-$590K	0.69%	30
2023 Q1	$1.65M	Buy	48,122 +2,878	+6%	+$98K	1.17%	23
2022 Q4	$1.52M	Buy	45,244 +2,678	+6%	+$90.2K	1.2%	23
2022 Q3	$1.4M	Buy	+42,566	New	+$1.48M	1.18%	23

Other funds holding PHYL

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OPAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Financial Connections Group's PHYL Position: Q1 2025 in Review

Financial Connections Group sold out of PGIM Active High Yield Bond ETF (PHYL) in Q1 2025, closing a stake of 16,213 shares — an estimated $563K sold.

Financial Connections Group first reported a position in PHYL in Q3 2022 and held it in 10 quarters. The position peaked at $1.65M in Q1 2023. 85 funds tracked by Wall St. Rank hold PHYL as of Q1 2025.

Financial Connections Group reported no remaining PGIM Active High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Financial Connections Group sold 16,213 PGIM Active High Yield Bond ETF shares in Q1 2025, an estimated $563K.
Financial Connections Group first reported a position in PGIM Active High Yield Bond ETF in Q3 2022 and held it in 10 quarters.
Financial Connections Group's PGIM Active High Yield Bond ETF position peaked at $1.65M in Q1 2023.
85 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2025.

Based on Financial Connections Group's 13F filing for Q1 2025, filed 9 May 2025.