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M Holdings Securities’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

M Holdings Securities’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 		$1.46M Buy
41,413
+17,747
+75% +$628K 0.1% 162
2025
Q4 		$840K Buy
+23,666
New +$839K 0.06% 211

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

M Holdings Securities's PHYL Position: Q1 2026 in Review

M Holdings Securities increased its PGIM Active High Yield Bond ETF (PHYL) stake by 75% in Q1 2026, buying an estimated $628K and bringing the position to 41,413 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #162.

M Holdings Securities first reported a position in PHYL in Q4 2025 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

  • M Holdings Securities held 41,413 shares of PGIM Active High Yield Bond ETF worth $1.46M as of Q1 2026.
  • M Holdings Securities bought 17,747 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $628K.
  • PGIM Active High Yield Bond ETF made up 0.1% of M Holdings Securities's portfolio in Q1 2026, its #162 holding.
  • M Holdings Securities first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.