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Gradient Investments’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-100
Closed -$3.48K – 1668
2023
Q4 		$3.48K Buy
+100
New +$3.36K ﹤0.01% 1085

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Gradient Investments's PHYL Position: Q1 2024 in Review

Gradient Investments sold out of PGIM Active High Yield Bond ETF (PHYL) in Q1 2024, closing a stake of 100 shares — an estimated $3.48K sold.

Gradient Investments first reported a position in PHYL in Q4 2023 and held it in 1 quarter. The position peaked at $3.48K in Q4 2023. 24 funds tracked by Wall St. Rank hold PHYL as of Q1 2024.

  • Gradient Investments reported no remaining PGIM Active High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 100 PGIM Active High Yield Bond ETF shares in Q1 2024, an estimated $3.48K.
  • Gradient Investments first reported a position in PGIM Active High Yield Bond ETF in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's PGIM Active High Yield Bond ETF position peaked at $3.48K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.