Seros Financial
PHYL icon

Seros Financial’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Seros Financial’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
Q3 		$2.77M Buy
83,002
+16,009
+24% +$554K 1.41% 14
2026
Q2 		$2.34M Buy
66,993
+5,284
+9% +$185K 1.22% 16
2026
Q1 		$2.14M Buy
+61,709
New +$2.18M 1.36% 15

Other funds holding PHYL

Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Gainline Financial Partners
Gainline Financial Partners Louisville, Colorado $115M AUM
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
PFW Advisors
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Seros Financial's PHYL Position: Q3 2026 in Review

Seros Financial increased its PGIM Active High Yield Bond ETF (PHYL) stake by 24% in Q3 2026, buying an estimated $554K and bringing the position to 83,002 shares worth $2.77M. The position accounts for 1.41% of the portfolio, ranked #14.

Seros Financial first reported a position in PHYL in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold PHYL as of Q3 2026.

  • Seros Financial held 83,002 shares of PGIM Active High Yield Bond ETF worth $2.77M as of Q3 2026.
  • Seros Financial bought 16,009 PGIM Active High Yield Bond ETF shares in Q3 2026, an estimated $554K.
  • PGIM Active High Yield Bond ETF made up 1.41% of Seros Financial's portfolio in Q3 2026, its #14 holding.
  • Seros Financial first reported a position in PGIM Active High Yield Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.