Sax Wealth Advisors’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Sax Wealth 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
2026 Q2	$3.82M	Buy	110,347 +6,331	+6%	+$222K	0.16%	103
2026 Q1	$3.69M	Hold	104,016	–	–	0.18%	86
2025 Q4	$3.69M	Buy	104,016 +14,184	+16%	+$503K	0.17%	88
2025 Q3	$3.21M	Buy	89,832 +27,027	+43%	+$959K	0.17%	82
2025 Q2	$2.23M	Buy	62,805 +15,567	+33%	+$539K	0.13%	96
2025 Q1	$1.64M	Buy	47,238 +21,484	+83%	+$754K	0.12%	97
2024 Q4	$895K	Buy	+25,754	New	+$908K	0.07%	129

Other funds holding PHYL

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sax Wealth Advisors's PHYL Position: Q2 2026 in Review

Sax Wealth Advisors increased its PGIM Active High Yield Bond ETF (PHYL) stake by 6.1% in Q2 2026, buying an estimated $222K and bringing the position to 110,347 shares worth $3.82M. The position accounts for 0.16% of the portfolio, ranked #103.

Sax Wealth Advisors first reported a position in PHYL in Q4 2024 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Sax Wealth Advisors held 110,347 shares of PGIM Active High Yield Bond ETF worth $3.82M as of Q2 2026.
Sax Wealth Advisors bought 6,331 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $222K.
PGIM Active High Yield Bond ETF made up 0.16% of Sax Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Sax Wealth Advisors first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.