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Orion Portfolio Solutions’s Invesco Global ex-US High Yield Corporate Bond ETF PGHY Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-109
Closed -$2K – 1584
2020
Q2 		$2K Hold
109
– – ﹤0.01% 1801
2020
Q1 		$2K Buy
+109
New +$2.4K ﹤0.01% 1610

Other funds holding PGHY

CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PI
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
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Orion Portfolio Solutions's PGHY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q3 2020, closing a stake of 109 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in PGHY in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 54 funds tracked by Wall St. Rank hold PGHY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 109 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $2K in Q2 2020.
  • 54 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.