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

River Wealth Advisors’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
2019
Q1 		– Sell
-1,787
Closed -$41K – 387
2018
Q4 		$41K Hold
1,787
– – 0.02% 265
2018
Q3 		$42K Hold
1,787
– – 0.02% 296
2018
Q2 		$42K Buy
+1,787
New +$42.2K 0.02% 289

Other funds holding PGHY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
Maxim Capital Management San Francisco, California $112M AUM 0.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

River Wealth Advisors's PGHY Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q1 2019, closing a stake of 1,787 shares — an estimated $41K sold.

River Wealth Advisors first reported a position in PGHY in Q2 2018 and held it in 3 quarters. The position peaked at $42K in Q3 2018. 56 funds tracked by Wall St. Rank hold PGHY as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,787 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q1 2019, an estimated $41K.
  • River Wealth Advisors first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $42K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.