Symphony Financial Services’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Symphony Financial 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
2026 Q1	$268K	Buy	7,735 +603	+8%	+$21.3K	0.14%	84
2025 Q4	$253K	Buy	7,132 +106	+2%	+$3.76K	0.13%	84
2025 Q3	$251K	Sell	7,026 -1,266	-15%	-$44.9K	0.14%	82
2025 Q2	$295K	Buy	8,292 +95	+1%	+$3.29K	0.18%	62
2025 Q1	$286K	Buy	8,197 +436	+6%	+$15.3K	0.19%	59
2024 Q4	$270K	Sell	7,761 -1,202	-13%	-$42.4K	0.22%	59
2024 Q3	$275K	Buy	8,963 +1,350	+18%	+$47.3K	0.23%	61
2024 Q2	$307K	Buy	+7,613	New	+$262K	0.26%	60

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

Symphony Financial Services's PHYL Position: Q1 2026 in Review

Symphony Financial Services increased its PGIM Active High Yield Bond ETF (PHYL) stake by 8.5% in Q1 2026, buying an estimated $21.3K and bringing the position to 7,735 shares worth $268K. The position accounts for 0.14% of the portfolio, ranked #84.

Symphony Financial Services first reported a position in PHYL in Q2 2024 and has held it in 8 quarters since. The position peaked at $307K in Q2 2024. 126 funds tracked by Wall St. Rank hold PHYL as of Q1 2026.

Symphony Financial Services held 7,735 shares of PGIM Active High Yield Bond ETF worth $268K as of Q1 2026.
Symphony Financial Services bought 603 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $21.3K.
PGIM Active High Yield Bond ETF made up 0.14% of Symphony Financial Services's portfolio in Q1 2026, its #84 holding.
Symphony Financial Services first reported a position in PGIM Active High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
Symphony Financial Services's PGIM Active High Yield Bond ETF position peaked at $307K in Q2 2024.
126 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.