Atria Investments’s Invesco Global ex-US High Yield Corporate Bond ETF PGHY Stock Holding History

Atria Investments’s Portfolio PGHY Stock Details PGHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,642	Closed	-$235K	–	1953
2024 Q3	$235K	Buy	11,642 +255	+2%	+$5.07K	﹤0.01%	1740
2024 Q2	$222K	Buy	+11,387	New	+$223K	﹤0.01%	1758
2024 Q1	–	Sell	-53,905	Closed	-$1.05M	–	998
2023 Q4	$1.05M	Sell	53,905 -15,084	-22%	-$287K	0.02%	874
2023 Q3	$1.3M	Buy	68,989 +3,502	+5%	+$67.4K	0.02%	733
2023 Q2	$1.27M	Buy	+65,487	New	+$1.26M	0.02%	742
2017 Q1	–	Sell	-8,970	Closed	-$219K	–	708
2016 Q4	$219K	Buy	8,970 +346	+4%	+$8.41K	0.02%	573
2016 Q3	$210K	Sell	8,624 -838	-9%	-$20.3K	0.02%	498
2016 Q2	$228K	Buy	+9,462	New	+$223K	0.02%	415

Other funds holding PGHY

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Atria Investments's PGHY Position: Q4 2024 in Review

Atria Investments sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q4 2024, closing a stake of 11,642 shares — an estimated $235K sold.

Atria Investments first reported a position in PGHY in Q2 2016 and held it in 8 quarters. The position peaked at $1.3M in Q3 2023. 51 funds tracked by Wall St. Rank hold PGHY as of Q4 2024.

Atria Investments reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 11,642 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q4 2024, an estimated $235K.
Atria Investments first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q2 2016 and held it in 8 quarters.
Atria Investments's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $1.3M in Q3 2023.
51 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.