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P.J. Schmidt Investment Management (PJS)’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$1.81M Buy
51,931
+1,466
+3% +$51.4K 0.28% 60
2026
Q1 		$1.75M Buy
50,465
+9,871
+24% +$349K 0.29% 58
2025
Q4 		$1.44M Buy
40,594
+1,727
+4% +$61.2K 0.23% 64
2025
Q3 		$1.39M Buy
38,867
+2,904
+8% +$103K 0.23% 66
2025
Q2 		$1.28M Buy
+35,963
New +$1.25M 0.22% 67

Other funds holding PHYL

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s PHYL Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its PGIM Active High Yield Bond ETF (PHYL) stake by 2.9% in Q2 2026, buying an estimated $51.4K and bringing the position to 51,931 shares worth $1.81M. The position accounts for 0.28% of the portfolio, ranked #60.

P.J. Schmidt Investment Management (PJS) first reported a position in PHYL in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 51,931 shares of PGIM Active High Yield Bond ETF worth $1.81M as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 1,466 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $51.4K.
  • PGIM Active High Yield Bond ETF made up 0.28% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #60 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in PGIM Active High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.