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 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 $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

Freedom Financial Partners's PHYL Position: Q1 2026 in Review

Freedom Financial Partners reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 5.2% in Q1 2026, selling an estimated $54.4K and leaving 28,148 shares worth $975K. The position accounts for 0.35% of the portfolio, ranked #41.

Freedom Financial Partners first reported a position in PHYL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

Freedom Financial Partners held 28,148 shares of PGIM Active High Yield Bond ETF worth $975K as of Q1 2026.
Freedom Financial Partners sold 1,538 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $54.4K.
PGIM Active High Yield Bond ETF made up 0.35% of Freedom Financial Partners's portfolio in Q1 2026, its #41 holding.
Freedom Financial Partners first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
Freedom Financial Partners's PGIM Active High Yield Bond ETF position peaked at $1.05M in Q4 2025.
126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.