Harmony Asset Management
PHYL icon

Harmony Asset Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Harmony Asset Management’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
Q3 		$445K Buy
13,325
+456
+4% +$15.8K 0.11% 139
2026
Q2 		$449K Buy
12,869
+5,484
+74% +$192K 0.12% 138
2026
Q1 		$256K Buy
+7,385
New +$261K 0.08% 174

Other funds holding PHYL

ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Gainline Financial Partners
Gainline Financial Partners Louisville, Colorado $115M AUM
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Harmony Asset Management's PHYL Position: Q3 2026 in Review

Harmony Asset Management increased its PGIM Active High Yield Bond ETF (PHYL) stake by 3.5% in Q3 2026, buying an estimated $15.8K and bringing the position to 13,325 shares worth $445K. The position accounts for 0.11% of the portfolio, ranked #139.

Harmony Asset Management first reported a position in PHYL in Q1 2026 and has held it in 3 quarters since. The position peaked at $449K in Q2 2026. 34 funds tracked by Wall St. Rank hold PHYL as of Q3 2026.

  • Harmony Asset Management held 13,325 shares of PGIM Active High Yield Bond ETF worth $445K as of Q3 2026.
  • Harmony Asset Management bought 456 PGIM Active High Yield Bond ETF shares in Q3 2026, an estimated $15.8K.
  • PGIM Active High Yield Bond ETF made up 0.11% of Harmony Asset Management's portfolio in Q3 2026, its #139 holding.
  • Harmony Asset Management first reported a position in PGIM Active High Yield Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Harmony Asset Management's PGIM Active High Yield Bond ETF position peaked at $449K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.