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Raymond James Financial Services Advisors’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$387K Buy
10,798
+27
+0.3% +$946 ﹤0.01% 2790
2024
Q2 		$371K Buy
+10,771
New +$370K ﹤0.01% 2741

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AAA
American Alpha Advisors New York $188M AUM 42.65% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial Services Advisors's PHYL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its PGIM Active High Yield Bond ETF (PHYL) stake by 0.25% in Q3 2024, buying an estimated $946 and bringing the position to 10,798 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

Raymond James Financial Services Advisors first reported a position in PHYL in Q2 2024 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold PHYL as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,798 shares of PGIM Active High Yield Bond ETF worth $387K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 27 PGIM Active High Yield Bond ETF shares in Q3 2024, an estimated $946.
  • PGIM Active High Yield Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2790 holding.
  • Raymond James Financial Services Advisors first reported a position in PGIM Active High Yield Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.