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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
Q2 		$1.53M Buy
43,708
+2,295
+6% +$80.5K 0.21% 75
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 $91.8B AUM 38.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

M Holdings Securities's PHYL Position: Q2 2026 in Review

M Holdings Securities increased its PGIM Active High Yield Bond ETF (PHYL) stake by 5.5% in Q2 2026, buying an estimated $80.5K and bringing the position to 43,708 shares worth $1.53M. The position accounts for 0.21% of the portfolio, ranked #75.

M Holdings Securities first reported a position in PHYL in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • M Holdings Securities held 43,708 shares of PGIM Active High Yield Bond ETF worth $1.53M as of Q2 2026.
  • M Holdings Securities bought 2,295 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $80.5K.
  • PGIM Active High Yield Bond ETF made up 0.21% of M Holdings Securities's portfolio in Q2 2026, its #75 holding.
  • M Holdings Securities first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.