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

LifePro 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 Q3	$3.37M	Buy	166,800 +7,803	+5%	+$155K	2.07%	9
2024 Q2	$3.1M	Buy	158,997 +95,920	+152%	+$1.88M	2.22%	12
2024 Q1	$1.24M	Buy	63,077 +6,863	+12%	+$135K	0.82%	40
2023 Q4	$1.1M	Sell	56,214 -43,794	-44%	-$832K	0.85%	36
2023 Q3	$1.89M	Sell	100,008 -42,345	-30%	-$815K	1.56%	21
2023 Q2	$2.76M	Buy	142,353 +110,398	+345%	+$2.12M	2.13%	17
2023 Q1	$614K	Hold	31,955	–	–	0.45%	52
2022 Q4	$614K	Buy	+31,955	New	+$612K	0.45%	51

Other funds holding PGHY

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LifePro Asset Management's PGHY Position: Q3 2024 in Review

LifePro Asset Management increased its Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) stake by 4.9% in Q3 2024, buying an estimated $155K and bringing the position to 166,800 shares worth $3.37M. The position accounts for 2.07% of the portfolio, ranked #9.

LifePro Asset Management first reported a position in PGHY in Q4 2022 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold PGHY as of Q3 2024.

LifePro Asset Management held 166,800 shares of Invesco Global ex-US High Yield Corporate Bond ETF worth $3.37M as of Q3 2024.
LifePro Asset Management bought 7,803 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q3 2024, an estimated $155K.
Invesco Global ex-US High Yield Corporate Bond ETF made up 2.07% of LifePro Asset Management's portfolio in Q3 2024, its #9 holding.
LifePro Asset Management first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
49 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.