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Foundations Investment Advisors’s Invesco Global ex-US High Yield Corporate Bond ETF PGHY Stock Holding History

Foundations Investment Advisors’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
Q3 		– Sell
-23,733
Closed -$524K – 327
2021
Q2 		$524K Buy
+23,733
New +$525K 0.03% 163

Other funds holding PGHY

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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Foundations Investment Advisors's PGHY Position: Q3 2021 in Review

Foundations Investment Advisors sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q3 2021, closing a stake of 23,733 shares — an estimated $524K sold.

Foundations Investment Advisors first reported a position in PGHY in Q2 2021 and held it in 1 quarter. The position peaked at $524K in Q2 2021. 65 funds tracked by Wall St. Rank hold PGHY as of Q3 2021.

  • Foundations Investment Advisors reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Foundations Investment Advisors sold 23,733 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q3 2021, an estimated $524K.
  • Foundations Investment Advisors first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Foundations Investment Advisors's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $524K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q3 2021.

Based on Foundations Investment Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.