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Steph & Co’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Steph & Co’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
Q4 		– Sell
-551
Closed -$19.7K – 333
2025
Q3 		$19.7K Hold
551
– – 0.01% 251
2025
Q2 		$19.6K Hold
551
– – 0.01% 237
2025
Q1 		$19.2K Sell
551
-24
-4% -$842 0.01% 203
2024
Q4 		$20K Buy
575
+130
+29% +$4.58K 0.01% 207
2024
Q3 		$15.9K Hold
445
– – 0.01% 240
2024
Q2 		$15.3K Hold
445
– – 0.01% 226
2024
Q1 		$15.6K Buy
+445
New +$15.4K 0.01% 240

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Steph & Co's PHYL Position: Q4 2025 in Review

Steph & Co sold out of PGIM Active High Yield Bond ETF (PHYL) in Q4 2025, closing a stake of 551 shares — an estimated $19.7K sold.

Steph & Co first reported a position in PHYL in Q1 2024 and held it in 7 quarters. The position peaked at $20K in Q4 2024. 109 funds tracked by Wall St. Rank hold PHYL as of Q4 2025.

  • Steph & Co reported no remaining PGIM Active High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Steph & Co sold 551 PGIM Active High Yield Bond ETF shares in Q4 2025, an estimated $19.7K.
  • Steph & Co first reported a position in PGIM Active High Yield Bond ETF in Q1 2024 and held it in 7 quarters.
  • Steph & Co's PGIM Active High Yield Bond ETF position peaked at $20K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q4 2025.

Based on Steph & Co's 13F filing for Q4 2025, filed 23 Jan 2026.