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

Synergy Asset 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
2025
Q1 		– Sell
-152
Closed -$3.07K – 632
2024
Q4 		$3.07K Buy
+152
New +$3.04K ﹤0.01% 623

Other funds holding PGHY

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Synergy Asset Management's PGHY Position: Q1 2025 in Review

Synergy Asset Management sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q1 2025, closing a stake of 152 shares — an estimated $3.07K sold.

Synergy Asset Management first reported a position in PGHY in Q4 2024 and held it in 1 quarter. The position peaked at $3.07K in Q4 2024. 51 funds tracked by Wall St. Rank hold PGHY as of Q1 2025.

  • Synergy Asset Management reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 152 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q1 2025, an estimated $3.07K.
  • Synergy Asset Management first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $3.07K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.