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Gaddis Premier Wealth Advisors’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Gaddis Premier Wealth Advisors’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 		$320K Sell
9,161
-1,458
-14% -$51.2K 0.19% 69
2026
Q1 		$368K Buy
10,619
+2,343
+28% +$82.9K 0.27% 60
2025
Q4 		$294K Buy
+8,276
New +$293K 0.22% 63

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Gaddis Premier Wealth Advisors's PHYL Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 14% in Q2 2026, selling an estimated $51.2K and leaving 9,161 shares worth $320K. The position accounts for 0.19% of the portfolio, ranked #69.

Gaddis Premier Wealth Advisors first reported a position in PHYL in Q4 2025 and has held it in 3 quarters since. The position peaked at $368K in Q1 2026. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 9,161 shares of PGIM Active High Yield Bond ETF worth $320K as of Q2 2026.
  • Gaddis Premier Wealth Advisors sold 1,458 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $51.2K.
  • PGIM Active High Yield Bond ETF made up 0.19% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Gaddis Premier Wealth Advisors first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Gaddis Premier Wealth Advisors's PGIM Active High Yield Bond ETF position peaked at $368K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.