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Pgim Etf Tr actv hy bd etf shares owned by Holistic Planning

Quarter-by-quarter ownership of Pgim Etf Tr actv hy bd etf (PHYL) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Pgim Etf Tr actv hy bd etf

Tip: Access up to 7 years of quarterly data

All positions including Pgim Etf Tr actv hy bd etf held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgim Etf Tr actv hy bd etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $252k 7.3k 34.63

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Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
American Centy Etf Tr Avantis Us Larg (AVLC)

View all positions for Holistic Planning

Top funds holding Pgim Etf Tr actv hy bd etf

Prudential Financial
State of New Jersey Common Pension Fund D
Envestnet Asset Management
Ameriprise Financial
Pnc Financial Services
Wells Fargo & Company
Capital Analysts
LPL Financial
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Inspire Advisors
RFG Advisory
Mml Investors Services
Ellenbecker Investment Group

View all funds holding Pgim Etf Tr actv hy bd etf