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Goodwin Investment Advisory’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-235,878
Closed -$8.23M – 36
2024
Q4 		$8.23M Buy
+235,878
New +$8.31M 4.31% 5

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Goodwin Investment Advisory's PHYL Position: Q1 2025 in Review

Goodwin Investment Advisory sold out of PGIM Active High Yield Bond ETF (PHYL) in Q1 2025, closing a stake of 235,878 shares — an estimated $8.23M sold.

Goodwin Investment Advisory first reported a position in PHYL in Q4 2024 and held it in 1 quarter. The position peaked at $8.23M in Q4 2024. 85 funds tracked by Wall St. Rank hold PHYL as of Q1 2025.

  • Goodwin Investment Advisory reported no remaining PGIM Active High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Goodwin Investment Advisory sold 235,878 PGIM Active High Yield Bond ETF shares in Q1 2025, an estimated $8.23M.
  • Goodwin Investment Advisory first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Goodwin Investment Advisory's PGIM Active High Yield Bond ETF position peaked at $8.23M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2025.

Based on Goodwin Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.