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 Q2	$1.01M	Buy	29,042 +669	+2%	+$23.5K	0.11%	214
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 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

United Advisor Group's PHYL Position: Q2 2026 in Review

United Advisor Group increased its PGIM Active High Yield Bond ETF (PHYL) stake by 2.4% in Q2 2026, buying an estimated $23.5K and bringing the position to 29,042 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #214.

United Advisor Group 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.

United Advisor Group held 29,042 shares of PGIM Active High Yield Bond ETF worth $1.01M as of Q2 2026.
United Advisor Group bought 669 PGIM Active High Yield Bond ETF shares in Q2 2026, an estimated $23.5K.
PGIM Active High Yield Bond ETF made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #214 holding.
United Advisor Group 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.