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

Petros Family Wealth’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 		$250K Sell
7,176
-2,351
-25% -$82.5K 0.15% 119
2026
Q1 		$330K Sell
9,527
-9,098
-49% -$322K 0.24% 91
2025
Q4 		$661K Buy
+18,625
New +$660K 0.44% 60

Other funds holding PHYL

EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Petros Family Wealth's PHYL Position: Q2 2026 in Review

Petros Family Wealth reduced its PGIM Active High Yield Bond ETF (PHYL) stake by 25% in Q2 2026, selling an estimated $82.5K and leaving 7,176 shares worth $250K. The position accounts for 0.15% of the portfolio, ranked #119.

Petros Family Wealth first reported a position in PHYL in Q4 2025 and has held it in 3 quarters since. The position peaked at $661K in Q4 2025. 44 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

  • Petros Family Wealth held 7,176 shares of PGIM Active High Yield Bond ETF worth $250K as of Q2 2026.
  • Petros Family Wealth sold 2,351 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $82.5K.
  • PGIM Active High Yield Bond ETF made up 0.15% of Petros Family Wealth's portfolio in Q2 2026, its #119 holding.
  • Petros Family Wealth first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Petros Family Wealth's PGIM Active High Yield Bond ETF position peaked at $661K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.