Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Global ex-US High Yield Corporate Bond ETF PGHY Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$83.1K Sell
4,283
-668
-13% -$13.3K ﹤0.01% 3424
2025
Q4 		$99K Sell
4,951
-460
-9% -$9.16K ﹤0.01% 3072
2025
Q3 		$108K Sell
5,411
-755
-12% -$15.1K ﹤0.01% 2924
2025
Q2 		$123K Buy
6,166
+626
+11% +$12.3K ﹤0.01% 2552
2025
Q1 		$110K Hold
5,540
– – ﹤0.01% 2361
2024
Q4 		$109K Sell
5,540
-361
-6% -$7.21K ﹤0.01% 2229
2024
Q3 		$119K Sell
5,901
-2,853
-33% -$56.7K ﹤0.01% 2092
2024
Q2 		$171K Sell
8,754
-5,420
-38% -$106K ﹤0.01% 1667
2024
Q1 		$280K Sell
14,174
-10,098
-42% -$199K ﹤0.01% 1364
2023
Q4 		$474K Buy
24,272
+852
+4% +$16.2K ﹤0.01% 1083
2023
Q3 		$442K Buy
23,420
+21,555
+1,156% +$415K ﹤0.01% 1020
2023
Q2 		$36K Buy
1,865
+87
+5% +$1.67K ﹤0.01% 2236
2023
Q1 		$34K Hold
1,778
– – ﹤0.01% 2130
2022
Q4 		$34K Hold
1,778
– – ﹤0.01% 2000
2022
Q3 		$34K Hold
1,778
– – ﹤0.01% 1868
2022
Q2 		$34K Buy
+1,778
New +$35K ﹤0.01% 1819

Other funds holding PGHY

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PGHY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) stake by 13% in Q1 2026, selling an estimated $13.3K and leaving 4,283 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

Carson Wealth (CWM LLC) first reported a position in PGHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $474K in Q4 2023. 67 funds tracked by Wall St. Rank hold PGHY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,283 shares of Invesco Global ex-US High Yield Corporate Bond ETF worth $83.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 668 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q1 2026, an estimated $13.3K.
  • Invesco Global ex-US High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3424 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $474K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.