PHYL — PGIM ETF TR

Ownership history in Advisory Resource Group  ·  11 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in PGIM ETF TR (PHYL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.63% (2021 Q2)
Avg. % of fund
0.86%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 139,852 +7,205 +5.4% 0.87% $5.0M $35.09
2025 Q3 ADDED 132,647 +9,826 +8.0% 0.85% $4.7M $34.62
2025 Q2 ADDED 122,821 +7,135 +6.2% 0.84% $4.4M $33.72
2025 Q1 ADDED 115,686 +33,093 +40.1% 0.82% $4.0M $32.43
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PHYL price (monthly, adj. close)

Other funds also holding PHYL

As of 2025 Q4 — sorted by position size

American Alpha Advisors, LLC 3.29% Keenan, LLC 1.94% PFW Advisors LLC 1.42% Inspire Advisors, LLC 3Y 1.11% Adams Wealth Management 3Y 1.11% CacheTech Inc. 1.03% Foguth Wealth Management, LLC. 0.94% First Citizens Financial Corp 3Y 0.89% Ellenbecker Investment Group 3Y 7Y 0.77% InTrack Investment Management Inc 3Y 0.74%
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