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 Q2	$1.03M	Buy	29,560 +10,952	+59%	+$384K	0.82%	27
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 $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

Smith Partners Wealth Management's PHYL Position: Q2 2026 in Review

Smith Partners Wealth Management increased its PGIM Active High Yield Bond ETF (PHYL) stake by 59% in Q2 2026, buying an estimated $384K and bringing the position to 29,560 shares worth $1.03M. The position accounts for 0.82% of the portfolio, ranked #27.

Smith Partners Wealth Management first reported a position in PHYL in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Smith Partners Wealth Management held 29,560 shares of PGIM Active High Yield Bond ETF worth $1.03M as of Q2 2026.
Smith Partners Wealth Management bought 10,952 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $384K.
PGIM Active High Yield Bond ETF made up 0.82% of Smith Partners Wealth Management's portfolio in Q2 2026, its #27 holding.
Smith Partners Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.