Integrated Wealth Concepts’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Integrated Wealth Concepts’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	$4.65M	Buy	+133,264	New	+$4.68M	0.02%	625

Other funds holding PHYL

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Integrated Wealth Concepts's PHYL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in PGIM Active High Yield Bond ETF (PHYL) in Q2 2026: 133,264 shares worth $4.65M. The stake represents 0.02% of the portfolio and ranks #625 among its holdings.

134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Integrated Wealth Concepts held 133,264 shares of PGIM Active High Yield Bond ETF worth $4.65M as of Q2 2026.
PGIM Active High Yield Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
PGIM Active High Yield Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #625 holding.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.