Steward Partners Investment Advisory’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Steward Partners Investment Advisory’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	$841K	Buy	24,097 +6,520	+37%	+$229K	﹤0.01%	1395
2026 Q1	$609K	Buy	17,577 +3,515	+25%	+$124K	﹤0.01%	1413
2025 Q4	$499K	Buy	14,062 +592	+4%	+$21K	﹤0.01%	1428
2025 Q3	$482K	Buy	13,470 +12,807	+1,932%	+$455K	﹤0.01%	1399
2025 Q2	$23.5K	Buy	+663	New	+$23K	﹤0.01%	2843

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

Steward Partners Investment Advisory's PHYL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PGIM Active High Yield Bond ETF (PHYL) stake by 37% in Q2 2026, buying an estimated $229K and bringing the position to 24,097 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Steward Partners Investment Advisory first reported a position in PHYL in Q2 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold PHYL as of Q2 2026.

Steward Partners Investment Advisory held 24,097 shares of PGIM Active High Yield Bond ETF worth $841K as of Q2 2026.
Steward Partners Investment Advisory bought 6,520 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $229K.
PGIM Active High Yield Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1395 holding.
Steward Partners Investment Advisory first reported a position in PGIM Active High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
134 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.