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

Atria Wealth Solutions’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
2025 Q2	$374K	Buy	18,828 +2,220	+13%	+$43.5K	0.01%	1061
2025 Q1	$329K	Sell	16,608 -1,045	-6%	-$20.8K	﹤0.01%	1419
2024 Q4	$347K	Hold	17,653	–	–	﹤0.01%	1458
2024 Q3	$357K	Hold	17,653	–	–	﹤0.01%	1405
2024 Q2	$344K	Buy	17,653 +550	+3%	+$10.8K	﹤0.01%	1430
2024 Q1	$337K	Buy	17,103 +460	+3%	+$9.07K	﹤0.01%	1479
2023 Q4	$325K	Buy	16,643 +19	+0.1%	+$361	﹤0.01%	1439
2023 Q3	$314K	Buy	16,624 +27	+0.2%	+$520	﹤0.01%	1392
2023 Q2	$322K	Buy	16,597 +1,710	+11%	+$32.8K	﹤0.01%	1392
2023 Q1	$286K	Hold	14,887	–	–	﹤0.01%	1448
2022 Q4	$286K	Hold	14,887	–	–	﹤0.01%	1391
2022 Q3	$282K	Buy	14,887 +2,497	+20%	+$48.1K	﹤0.01%	1339
2022 Q2	$239K	Hold	12,390	–	–	﹤0.01%	1349
2022 Q1	$247K	Buy	+12,390	New	+$255K	﹤0.01%	1435

Other funds holding PGHY

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

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

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

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

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

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Bank of America

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