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

Steward Partners Investment Advisory’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
2022
Q3 		– Sell
-1,000
Closed -$19K – 3341
2022
Q2 		$19K Hold
1,000
– – ﹤0.01% 2251
2022
Q1 		$20K Buy
+1,000
New +$20.6K ﹤0.01% 2369

Other funds holding PGHY

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Steward Partners Investment Advisory's PGHY Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q3 2022, closing a stake of 1,000 shares — an estimated $19K sold.

Steward Partners Investment Advisory first reported a position in PGHY in Q1 2022 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 63 funds tracked by Wall St. Rank hold PGHY as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q3 2022, an estimated $19K.
  • Steward Partners Investment Advisory first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $20K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.