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Safeguard Investment Advisory Group’s Invesco Global ex-US High Yield Corporate Bond ETF PGHY Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-4,733
Closed -$105K – 520
2020
Q4 		$105K Buy
+4,733
New +$104K 0.09% 115

Other funds holding PGHY

CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Safeguard Investment Advisory Group's PGHY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q1 2021, closing a stake of 4,733 shares — an estimated $105K sold.

Safeguard Investment Advisory Group first reported a position in PGHY in Q4 2020 and held it in 1 quarter. The position peaked at $105K in Q4 2020. 64 funds tracked by Wall St. Rank hold PGHY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 4,733 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q1 2021, an estimated $105K.
  • Safeguard Investment Advisory Group first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $105K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.