MBE Wealth Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

MBE Wealth Management’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	$1.25M	Buy	35,909 +13,961	+64%	+$490K	0.44%	36
2026 Q1	$760K	Buy	21,948 +1,188	+6%	+$42K	0.32%	44
2025 Q4	$737K	Sell	20,760 -309	-1%	-$11K	0.31%	45
2025 Q3	$753K	Buy	21,069 +443	+2%	+$15.7K	0.33%	43
2025 Q2	$732K	Buy	20,626 +1,100	+6%	+$38.1K	0.32%	43
2025 Q1	$680K	Buy	+19,526	New	+$685K	0.33%	47

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

MBE Wealth Management's PHYL Position: Q2 2026 in Review

MBE Wealth Management increased its PGIM Active High Yield Bond ETF (PHYL) stake by 64% in Q2 2026, buying an estimated $490K and bringing the position to 35,909 shares worth $1.25M. The position accounts for 0.44% of the portfolio, ranked #36.

MBE Wealth Management first reported a position in PHYL in Q1 2025 and has held it in 6 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

MBE Wealth Management held 35,909 shares of PGIM Active High Yield Bond ETF worth $1.25M as of Q2 2026.
MBE Wealth Management bought 13,961 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $490K.
PGIM Active High Yield Bond ETF made up 0.44% of MBE Wealth Management's portfolio in Q2 2026, its #36 holding.
MBE Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.