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Financial Gravity Asset Management’s Invesco Global ex-US High Yield Corporate Bond ETF PGHY Stock Holding History

Financial Gravity Asset 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
2024
Q1 		– Sell
-1,109
Closed -$21.7K – 1288
2023
Q4 		$21.7K Buy
+1,109
New +$21.1K 0.01% 378
2021
Q3 		$22K Buy
1,560
+11
+0.7% +$241 0.01% 785
2021
Q2 		$22K Buy
+1,549
New +$34.3K 0.01% 786
2020
Q4 		$42K Buy
+1,893
New +$41.4K 0.04% 92
2019
Q4 		$23K Buy
26,985
+6,118
+29% +$140K 0.02% 966
2019
Q3 		$478K Sell
20,867
-3,360
-14% -$77.5K 0.41% 53
2019
Q2 		$561K Sell
24,227
-6,697
-22% -$155K 0.46% 57
2019
Q1 		$717K Buy
+30,924
New +$714K 0.58% 43
2018
Q3 		$204K Buy
8,859
+750
+9% +$17.5K 0.21% 111
2018
Q2 		$190K Buy
8,109
+981
+14% +$23.2K 0.18% 128
2018
Q1 		$169K Buy
+7,128
New +$170K 0.17% 125

Other funds holding PGHY

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Financial Gravity Asset Management's PGHY Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q1 2024, closing a stake of 1,109 shares — an estimated $21.7K sold.

Financial Gravity Asset Management first reported a position in PGHY in Q1 2018 and held it in 11 quarters. The position peaked at $717K in Q1 2019. 55 funds tracked by Wall St. Rank hold PGHY as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,109 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q1 2024, an estimated $21.7K.
  • Financial Gravity Asset Management first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q1 2018 and held it in 11 quarters.
  • Financial Gravity Asset Management's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $717K in Q1 2019.
  • 55 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.