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 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 $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

Steward Partners Investment Advisory's PHYL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its PGIM Active High Yield Bond ETF (PHYL) stake by 25% in Q1 2026, buying an estimated $124K and bringing the position to 17,577 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Steward Partners Investment Advisory first reported a position in PHYL in Q2 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

Steward Partners Investment Advisory held 17,577 shares of PGIM Active High Yield Bond ETF worth $609K as of Q1 2026.
Steward Partners Investment Advisory bought 3,515 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $124K.
PGIM Active High Yield Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1413 holding.
Steward Partners Investment Advisory first reported a position in PGIM Active High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.