Spectrum Planning & Advisory Services’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Spectrum Planning & Advisory Services’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
2025 Q1	–	Sell	-6,084	Closed	-$211K	–	66
2024 Q4	$211K	Buy	+6,084	New	+$214K	0.18%	58

Other funds holding PHYL

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

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Spectrum Planning & Advisory Services's PHYL Position: Q1 2025 in Review

Spectrum Planning & Advisory Services sold out of PGIM Active High Yield Bond ETF (PHYL) in Q1 2025, closing a stake of 6,084 shares — an estimated $211K sold.

Spectrum Planning & Advisory Services first reported a position in PHYL in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 85 funds tracked by Wall St. Rank hold PHYL as of Q1 2025.

Spectrum Planning & Advisory Services reported no remaining PGIM Active High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 6,084 PGIM Active High Yield Bond ETF shares in Q1 2025, an estimated $211K.
Spectrum Planning & Advisory Services first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
Spectrum Planning & Advisory Services's PGIM Active High Yield Bond ETF position peaked at $211K in Q4 2024.
85 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2025.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2025, filed 22 Apr 2025.