Hoxton Planning & Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Hoxton Planning & 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 Q2	$1.31M	Buy	37,612 +221	+0.6%	+$7.75K	0.34%	60
2026 Q1	$1.29M	Buy	37,391 +15,307	+69%	+$541K	0.39%	51
2025 Q4	$784K	Sell	22,084 -203	-0.9%	-$7.2K	0.23%	74
2025 Q3	$797K	Sell	22,287 -1,204	-5%	-$42.7K	0.26%	72
2025 Q2	$834K	Buy	+23,491	New	+$814K	0.29%	68

Other funds holding PHYL

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Hoxton Planning & Management's PHYL Position: Q2 2026 in Review

Hoxton Planning & Management increased its PGIM Active High Yield Bond ETF (PHYL) stake by 0.59% in Q2 2026, buying an estimated $7.75K and bringing the position to 37,612 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #60.

Hoxton Planning & Management first reported a position in PHYL in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Hoxton Planning & Management held 37,612 shares of PGIM Active High Yield Bond ETF worth $1.31M as of Q2 2026.
Hoxton Planning & Management bought 221 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $7.75K.
PGIM Active High Yield Bond ETF made up 0.34% of Hoxton Planning & Management's portfolio in Q2 2026, its #60 holding.
Hoxton Planning & Management first reported a position in PGIM Active High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.