GWSA
PHYL icon

Global Wealth Strategies & Associates’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q2 		– Sell
-166
Closed -$5.78K – 437
2025
Q1 		$5.78K Buy
+166
New +$5.82K ﹤0.01% 307

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Global Wealth Strategies & Associates's PHYL Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of PGIM Active High Yield Bond ETF (PHYL) in Q2 2025, closing a stake of 166 shares — an estimated $5.78K sold.

Global Wealth Strategies & Associates first reported a position in PHYL in Q1 2025 and held it in 1 quarter. The position peaked at $5.78K in Q1 2025. 92 funds tracked by Wall St. Rank hold PHYL as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining PGIM Active High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 166 PGIM Active High Yield Bond ETF shares in Q2 2025, an estimated $5.78K.
  • Global Wealth Strategies & Associates first reported a position in PGIM Active High Yield Bond ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's PGIM Active High Yield Bond ETF position peaked at $5.78K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.