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

Meridian Wealth 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
2021 Q4	–	Sell	-17,038	Closed	-$370K	–	412
2021 Q3	$370K	Sell	17,038 -56,598	-77%	-$1.24M	0.05%	272
2021 Q2	$1.63M	Sell	73,636 -4,665	-6%	-$103K	0.21%	94
2021 Q1	$1.73M	Buy	78,301 +595	+0.8%	+$13.2K	0.25%	80
2020 Q4	$1.73M	Buy	77,706 +3,512	+5%	+$76.8K	0.27%	77
2020 Q3	$1.6M	Buy	+74,194	New	+$1.6M	0.39%	53

Other funds holding PGHY

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return

CWM

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Meridian Wealth Management's PGHY Position: Q4 2021 in Review

Meridian Wealth Management sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q4 2021, closing a stake of 17,038 shares — an estimated $370K sold.

Meridian Wealth Management first reported a position in PGHY in Q3 2020 and held it in 5 quarters. The position peaked at $1.73M in Q1 2021. 68 funds tracked by Wall St. Rank hold PGHY as of Q4 2021.

Meridian Wealth Management reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Meridian Wealth Management sold 17,038 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q4 2021, an estimated $370K.
Meridian Wealth Management first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
Meridian Wealth Management's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $1.73M in Q1 2021.
68 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q4 2021.

Based on Meridian Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.