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Mosaic Family Wealth Partners’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Mosaic Family Wealth Partners’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 		$201K Buy
+5,768
New +$202K 0.01% 417

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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

Mosaic Family Wealth Partners's PHYL Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in PGIM Active High Yield Bond ETF (PHYL) in Q2 2026: 5,768 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings.

134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • Mosaic Family Wealth Partners held 5,768 shares of PGIM Active High Yield Bond ETF worth $201K as of Q2 2026.
  • PGIM Active High Yield Bond ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
  • PGIM Active High Yield Bond ETF made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #417 holding.
  • 134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.