Freedom Financial Partners’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Freedom Financial Partners’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	$993K	Buy	28,478 +330	+1%	+$11.6K	0.32%	45
2026 Q1	$975K	Sell	28,148 -1,538	-5%	-$54.4K	0.35%	41
2025 Q4	$1.05M	Buy	29,686 +1,488	+5%	+$52.8K	0.38%	41
2025 Q3	$1.01M	Buy	28,198 +3,031	+12%	+$108K	0.38%	43
2025 Q2	$893K	Buy	25,167 +1,273	+5%	+$44.1K	0.38%	40
2025 Q1	$832K	Buy	23,894 +11,017	+86%	+$386K	0.39%	39
2024 Q4	$447K	Buy	+12,877	New	+$454K	0.22%	54

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

Freedom Financial Partners's PHYL Position: Q2 2026 in Review

Freedom Financial Partners increased its PGIM Active High Yield Bond ETF (PHYL) stake by 1.2% in Q2 2026, buying an estimated $11.6K and bringing the position to 28,478 shares worth $993K. The position accounts for 0.32% of the portfolio, ranked #45.

Freedom Financial Partners first reported a position in PHYL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Freedom Financial Partners held 28,478 shares of PGIM Active High Yield Bond ETF worth $993K as of Q2 2026.
Freedom Financial Partners bought 330 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $11.6K.
PGIM Active High Yield Bond ETF made up 0.32% of Freedom Financial Partners's portfolio in Q2 2026, its #45 holding.
Freedom Financial Partners first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's PGIM Active High Yield Bond ETF position peaked at $1.05M in Q4 2025.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.