Global Retirement Partners’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Global Retirement 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	$219K	Buy	+6,276	New	+$220K	﹤0.01%	1539
2025 Q4	$160K	Buy	4,497 +305	+7%	+$10.8K	﹤0.01%	1612
2025 Q3	$150K	Buy	4,192 +204	+5%	+$7.24K	﹤0.01%	1323
2025 Q2	$142K	Buy	+3,988	New	+$138K	﹤0.01%	1259
2024 Q4	$186K	Buy	5,351 +1,395	+35%	+$49.2K	0.01%	994
2024 Q3	$142K	Buy	+3,956	New	+$139K	﹤0.01%	1066

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

Global Retirement Partners's PHYL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in PGIM Active High Yield Bond ETF (PHYL) in Q2 2026: 6,276 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PHYL as recently as Q4 2025.

Global Retirement Partners first reported a position in PHYL in Q3 2024 and has held it in 6 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Global Retirement Partners held 6,276 shares of PGIM Active High Yield Bond ETF worth $219K as of Q2 2026.
PGIM Active High Yield Bond ETF was a new Global Retirement Partners position in Q2 2026.
PGIM Active High Yield Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1539 holding.
Global Retirement Partners first reported a position in PGIM Active High Yield Bond ETF in Q3 2024 and has held it in 6 quarters since.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

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