Holistic Planning’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Holistic Planning’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 Q1	$252K	Buy	+7,286	New	+$258K	0.05%	260

Other funds holding PHYL

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Holistic Planning's PHYL Position: Q1 2026 in Review

Holistic Planning opened a new position in PGIM Active High Yield Bond ETF (PHYL) in Q1 2026: 7,286 shares worth $252K. The stake represents 0.05% of the portfolio and ranks #260 among its holdings.

126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

Holistic Planning held 7,286 shares of PGIM Active High Yield Bond ETF worth $252K as of Q1 2026.
PGIM Active High Yield Bond ETF was a new Holistic Planning position in Q1 2026.
PGIM Active High Yield Bond ETF made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #260 holding.
126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.