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

Financial Gravity Companies’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
2018 Q4	$216K	Buy	+9,368	New	+$216K	0.2%	111
2018 Q1	$169K	Buy	7,128 +1,187	+20%	+$28.3K	0.17%	125
2017 Q4	$142K	Buy	+5,941	New	+$143K	0.16%	125

Other funds holding PGHY

MCM

Maxim Capital Management San Francisco, California $112M AUM 0.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Financial Gravity Companies's PGHY Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q4 2018: 9,368 shares worth $216K. The stake represents 0.2% of the portfolio and ranks #111 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PGHY as recently as Q1 2018.

Financial Gravity Companies first reported a position in PGHY in Q4 2017 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold PGHY as of Q4 2018.

Financial Gravity Companies held 9,368 shares of Invesco Global ex-US High Yield Corporate Bond ETF worth $216K as of Q4 2018.
Invesco Global ex-US High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
Invesco Global ex-US High Yield Corporate Bond ETF made up 0.2% of Financial Gravity Companies's portfolio in Q4 2018, its #111 holding.
Financial Gravity Companies first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q4 2017 and has held it in 3 quarters since.
58 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.