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

Peak Financial 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
2023 Q1	–	Sell	-10,092	Closed	-$194K	–	73
2022 Q4	$194K	Sell	10,092 -1,303	-11%	-$24.9K	0.08%	70
2022 Q3	$216K	Buy	+11,395	New	+$219K	0.09%	63
2022 Q2	–	Sell	-11,418	Closed	-$228K	–	76
2022 Q1	$228K	Sell	11,418 -6,162	-35%	-$127K	0.08%	70
2021 Q4	$376K	Buy	+17,580	New	+$378K	0.12%	53

Other funds holding PGHY

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

SFS

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

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

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

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

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

Peak Financial Management's PGHY Position: Q1 2023 in Review

Peak Financial Management sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q1 2023, closing a stake of 10,092 shares — an estimated $194K sold.

Peak Financial Management first reported a position in PGHY in Q4 2021 and held it in 4 quarters. The position peaked at $376K in Q4 2021. 59 funds tracked by Wall St. Rank hold PGHY as of Q1 2023.

Peak Financial Management reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Peak Financial Management sold 10,092 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q1 2023, an estimated $194K.
Peak Financial Management first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Peak Financial Management's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $376K in Q4 2021.
59 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q1 2023.

Based on Peak Financial Management's 13F filing for Q1 2023, filed 25 Apr 2023.