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

Greenberg Financial Group’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
2025
Q4 		$719K Buy
+36,125
New +$720K 0.3% 46
2025
Q2 		$657K Sell
33,325
-850
-2% -$16.6K 0.24% 60
2025
Q1 		$663K Buy
+34,175
New +$680K 0.27% 51

Other funds holding PGHY

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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
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
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenberg Financial Group's PGHY Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q4 2025: 36,125 shares worth $719K. The stake represents 0.3% of the portfolio and ranks #46 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in PGHY as recently as Q2 2025.

Greenberg Financial Group first reported a position in PGHY in Q1 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold PGHY as of Q4 2025.

  • Greenberg Financial Group held 36,125 shares of Invesco Global ex-US High Yield Corporate Bond ETF worth $719K as of Q4 2025.
  • Invesco Global ex-US High Yield Corporate Bond ETF was a new Greenberg Financial Group position in Q4 2025.
  • Invesco Global ex-US High Yield Corporate Bond ETF made up 0.3% of Greenberg Financial Group's portfolio in Q4 2025, its #46 holding.
  • Greenberg Financial Group first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.