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Kelleher Financial Advisors’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Kelleher Financial Advisors’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 		$391K Buy
11,300
+409
+4% +$14.5K 0.1% 139
2025
Q4 		$386K Buy
+10,891
New +$386K 0.09% 141
2025
Q3 		– Sell
-7,072
Closed -$251K – 656
2025
Q2 		$251K Sell
7,072
-257
-4% -$8.9K 0.09% 119
2025
Q1 		$240K Buy
+7,329
New +$257K 0.1% 110

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kelleher Financial Advisors's PHYL Position: Q1 2026 in Review

Kelleher Financial Advisors increased its PGIM Active High Yield Bond ETF (PHYL) stake by 3.8% in Q1 2026, buying an estimated $14.5K and bringing the position to 11,300 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #139.

Kelleher Financial Advisors first reported a position in PHYL in Q1 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

  • Kelleher Financial Advisors held 11,300 shares of PGIM Active High Yield Bond ETF worth $391K as of Q1 2026.
  • Kelleher Financial Advisors bought 409 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $14.5K.
  • PGIM Active High Yield Bond ETF made up 0.1% of Kelleher Financial Advisors's portfolio in Q1 2026, its #139 holding.
  • Kelleher Financial Advisors first reported a position in PGIM Active High Yield Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.