BRWM
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B. Riley Wealth Management’s Invesco Global ex-US High Yield Corporate Bond ETF PGHY Stock Holding History

B. Riley Wealth Management’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
2021
Q4 		– Sell
-38,770
Closed -$842K – 680
2021
Q3 		$842K Buy
38,770
+3,286
+9% +$72K 0.06% 247
2021
Q2 		$783K Buy
35,484
+133
+0.4% +$2.94K 0.09% 185
2021
Q1 		$781K Sell
35,351
-4,449
-11% -$98.6K 0.09% 183
2020
Q4 		$884K Sell
39,800
-465
-1% -$10.2K 0.11% 155
2020
Q3 		$870K Sell
40,265
-3,472
-8% -$75.1K 0.1% 160
2020
Q2 		$930K Hold
43,737
– – 0.1% 167
2020
Q1 		$865K Buy
43,737
+5,648
+15% +$124K 0.09% 193
2019
Q4 		$868K Buy
+38,089
New +$869K 0.13% 158

Other funds holding PGHY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

B. Riley Wealth Management's PGHY Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q4 2021, closing a stake of 38,770 shares — an estimated $842K sold.

B. Riley Wealth Management first reported a position in PGHY in Q4 2019 and held it in 8 quarters. The position peaked at $930K in Q2 2020. 68 funds tracked by Wall St. Rank hold PGHY as of Q4 2021.

  • B. Riley Wealth Management reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 38,770 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q4 2021, an estimated $842K.
  • B. Riley Wealth Management first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
  • B. Riley Wealth Management's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $930K in Q2 2020.
  • 68 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.