Smith Partners Wealth Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Smith Partners Wealth Management’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 Q1	$644K	Buy	18,608 +8,173	+78%	+$289K	0.58%	36
2025 Q4	$370K	Buy	+10,435	New	+$370K	0.34%	47

Other funds holding PHYL

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Smith Partners Wealth Management's PHYL Position: Q1 2026 in Review

Smith Partners Wealth Management increased its PGIM Active High Yield Bond ETF (PHYL) stake by 78% in Q1 2026, buying an estimated $289K and bringing the position to 18,608 shares worth $644K. The position accounts for 0.58% of the portfolio, ranked #36.

Smith Partners Wealth Management first reported a position in PHYL in Q4 2025 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

Smith Partners Wealth Management held 18,608 shares of PGIM Active High Yield Bond ETF worth $644K as of Q1 2026.
Smith Partners Wealth Management bought 8,173 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $289K.
PGIM Active High Yield Bond ETF made up 0.58% of Smith Partners Wealth Management's portfolio in Q1 2026, its #36 holding.
Smith Partners Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Smith Partners Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.