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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
Q2 		– Sell
-201
Closed -$3.95K – 2148
2024
Q1 		$3.95K Sell
201
-2,017
-91% -$39.8K ﹤0.01% 914
2023
Q4 		$42.2K Buy
2,218
+1,109
+100% +$21.1K ﹤0.01% 599
2023
Q3 		$20.5K Buy
1,109
+1,090
+5,737% +$21K ﹤0.01% 547
2023
Q2 		$5.06K Hold
19
– – 0.01% 477
2023
Q1 		$21.3K Hold
19
– – 0.66% 39
2022
Q4 		$21.2K Sell
19
-95
-83% -$1.82K 0.11% 101
2022
Q3 		$21.8K Hold
114
– – 0.74% 31
2022
Q2 		$22.1K Sell
114
-6
-5% -$118 0.69% 33
2022
Q1 		$23K Sell
120
-258
-68% -$5.32K 0.65% 38
2021
Q4 		$33.2K Sell
378
-1,182
-76% -$25.4K 0.75% 30
2021
Q3 		$22K Buy
1,560
+11
+0.7% +$241 0.01% 785
2021
Q2 		$22K Sell
1,549
-35
-2% -$775 0.01% 786
2021
Q1 		$35K Sell
1,584
-309
-16% -$6.85K 0.72% 21
2020
Q4 		$42K Buy
+1,893
New +$41.4K 0.04% 92
2020
Q2 		– Sell
-9,981
Closed -$197K – 642
2020
Q1 		$197K Sell
9,981
-17,004
-63% -$374K 0.61% 20
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Financial Gravity Asset Management's PGHY Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q2 2024, closing a stake of 201 shares — an estimated $3.95K sold.

Financial Gravity Asset Management first reported a position in PGHY in Q1 2018 and held it in 22 quarters. The position peaked at $717K in Q1 2019. 50 funds tracked by Wall St. Rank hold PGHY as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 201 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q2 2024, an estimated $3.95K.
  • 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 22 quarters.
  • Financial Gravity Asset Management's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $717K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.