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United Advisor Group’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

United Advisor Group’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 		$983K Buy
28,373
+2,198
+8% +$77.8K 0.12% 191
2025
Q4 		$929K Buy
26,175
+2,363
+10% +$83.8K 0.12% 188
2025
Q3 		$851K Buy
23,812
+2,668
+13% +$94.7K 0.11% 190
2025
Q2 		$750K Buy
+21,144
New +$733K 0.13% 167

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

United Advisor Group's PHYL Position: Q1 2026 in Review

United Advisor Group increased its PGIM Active High Yield Bond ETF (PHYL) stake by 8.4% in Q1 2026, buying an estimated $77.8K and bringing the position to 28,373 shares worth $983K. The position accounts for 0.12% of the portfolio, ranked #191.

United Advisor Group 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.

  • United Advisor Group held 28,373 shares of PGIM Active High Yield Bond ETF worth $983K as of Q1 2026.
  • United Advisor Group bought 2,198 PGIM Active High Yield Bond ETF shares in Q1 2026, an estimated $77.8K.
  • PGIM Active High Yield Bond ETF made up 0.12% of United Advisor Group's portfolio in Q1 2026, its #191 holding.
  • United Advisor Group 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.