Marks Group Wealth Management, Inc
Position in ISD — PGIM High Yield Bond Fund, Inc.
CIK 1802473
MINNETONKA, MN
Position in ISD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$861,032
-$6,593 QoQ
Shares Held
65,929
0.0% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3
of 17 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $24,738,111 across 18 Asset Management names. ISD ranks #16 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
63,127 | $2,831,245 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
219,290 | $2,151,234 | |
| 3 | GOF |
Guggenheim Strategic Opportunities Fund
|
190,195 | $2,076,929 | |
| 4 | IGA |
Voya Global Advantage & Premium Opportunity Fund
|
195,408 | $1,934,539 | |
| 5 | BLK |
BlackRock, Inc.
|
1,952 | $1,876,964 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
85,175 | $1,422,422 | |
| 7 | AMP |
Ameriprise Financial Inc
|
2,858 | $1,311,136 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
227,710 | $1,288,838 |
All Filings in ISD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,032 | 65,929 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $867,625 | 65,929 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,052,330 | 72,725 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,045,785 | 72,725 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,325,334 | 93,531 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,332,816 | 93,531 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,279,504 | 93,531 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,303,822 | 93,531 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,201,884 | 93,314 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,159,539 | 89,264 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,099,732 | 89,264 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,051,529 | 89,264 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,201,808 | 96,764 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,180,520 | 96,764 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,189,979 | 100,251 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,101,839 | 95,480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,175,358 | 95,480 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,352,272 | 94,235 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,512,471 | 94,235 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $1,530,376 | 94,235 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,411,178 | 86,735 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,358,270 | 86,735 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,301,025 | 86,735 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,197,810 | 86,735 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,147,504 | 86,735 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||