Powers Advisory Group’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Powers Advisory Group’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
2023 Q2	–	Sell	-7,920	Closed	-$271K	–	94
2023 Q1	$271K	Sell	7,920 -500	-6%	-$17K	0.19%	76
2022 Q4	$283K	Sell	8,420 -4,700	-36%	-$158K	0.21%	78
2022 Q3	$431K	Sell	13,120 -779	-6%	-$27.1K	0.34%	62
2022 Q2	$473K	Buy	13,899 +170	+1%	+$6.12K	0.36%	63
2022 Q1	$524K	Buy	13,729 +16	+0.1%	+$624	0.36%	63
2021 Q4	$556K	Buy	+13,713	New	+$560K	0.39%	58

Other funds holding PHYL

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCG

Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Powers Advisory Group's PHYL Position: Q2 2023 in Review

Powers Advisory Group sold out of PGIM Active High Yield Bond ETF (PHYL) in Q2 2023, closing a stake of 7,920 shares — an estimated $271K sold.

Powers Advisory Group first reported a position in PHYL in Q4 2021 and held it in 6 quarters. The position peaked at $556K in Q4 2021. 19 funds tracked by Wall St. Rank hold PHYL as of Q2 2023.

Powers Advisory Group reported no remaining PGIM Active High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Powers Advisory Group sold 7,920 PGIM Active High Yield Bond ETF shares in Q2 2023, an estimated $271K.
Powers Advisory Group first reported a position in PGIM Active High Yield Bond ETF in Q4 2021 and held it in 6 quarters.
Powers Advisory Group's PGIM Active High Yield Bond ETF position peaked at $556K in Q4 2021.
19 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2023.

Based on Powers Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.