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

Foguth 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	$4.43M	Sell	126,360 -44,457	-26%	-$1.57M	0.52%	44
2025 Q4	$6.06M	Buy	+170,817	New	+$6.06M	0.94%	34
2025 Q2	$5.71M	Sell	161,000 -35,687	-18%	-$1.24M	1.22%	23
2025 Q1	$6.85M	Buy	196,687 +111,288	+130%	+$3.9M	1.66%	18
2024 Q4	$3.01M	Buy	85,399 +20,762	+32%	+$732K	0.79%	34
2024 Q3	$2.28M	Buy	64,637 +28,365	+78%	+$994K	0.83%	32
2024 Q2	$1.25M	Buy	+36,272	New	+$1.25M	0.55%	39

Other funds holding PHYL

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Foguth Wealth Management reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 26% in Q1 2026, selling an estimated $1.57M and leaving 126,360 shares worth $4.43M. The position accounts for 0.52% of the portfolio, ranked #44.

Foguth Wealth Management first reported a position in PHYL in Q2 2024 and has held it in 7 quarters since. The position peaked at $6.85M in Q1 2025. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

Foguth Wealth Management held 126,360 shares of PGIM Active High Yield Bond ETF worth $4.43M as of Q1 2026.
Foguth Wealth Management sold 44,457 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $1.57M.
PGIM Active High Yield Bond ETF made up 0.52% of Foguth Wealth Management's portfolio in Q1 2026, its #44 holding.
Foguth Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q2 2024 and has held it in 7 quarters since.
Foguth Wealth Management's PGIM Active High Yield Bond ETF position peaked at $6.85M in Q1 2025.
126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.