KFA Private Wealth Group
PHYL icon

KFA Private Wealth Group’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

KFA Private Wealth Group’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 		$5.29M Buy
158,199
+13,514
+9% +$468K 1.24% 19
2026
Q2 		$5.05M Buy
144,685
+3,452
+2% +$121K 1.22% 18
2026
Q1 		$4.89M Buy
+141,233
New +$5M 1.17% 19

Other funds holding PHYL

Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 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
PFW Advisors
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

KFA Private Wealth Group's PHYL Position: Q3 2026 in Review

KFA Private Wealth Group increased its PGIM Active High Yield Bond ETF (PHYL) stake by 9.3% in Q3 2026, buying an estimated $468K and bringing the position to 158,199 shares worth $5.29M. The position accounts for 1.24% of the portfolio, ranked #19.

KFA Private Wealth Group first reported a position in PHYL in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold PHYL as of Q3 2026.

  • KFA Private Wealth Group held 158,199 shares of PGIM Active High Yield Bond ETF worth $5.29M as of Q3 2026.
  • KFA Private Wealth Group bought 13,514 PGIM Active High Yield Bond ETF shares in Q3 2026, an estimated $468K.
  • PGIM Active High Yield Bond ETF made up 1.24% of KFA Private Wealth Group's portfolio in Q3 2026, its #19 holding.
  • KFA Private Wealth Group first reported a position in PGIM Active High Yield Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.