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

Transform Wealth’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
2018 Q3	–	Sell	-11,000	Closed	-$258K	–	213
2018 Q2	$258K	Hold	11,000	–	–	0.05%	190
2018 Q1	$260K	Hold	11,000	–	–	0.05%	210
2017 Q4	$262K	Hold	11,000	–	–	0.05%	225
2017 Q3	$267K	Buy	+11,000	New	+$267K	0.09%	189

Other funds holding PGHY

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

SFS

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

Transform Wealth's PGHY Position: Q3 2018 in Review

Transform Wealth sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q3 2018, closing a stake of 11,000 shares — an estimated $258K sold.

Transform Wealth first reported a position in PGHY in Q3 2017 and held it in 4 quarters. The position peaked at $267K in Q3 2017. 47 funds tracked by Wall St. Rank hold PGHY as of Q3 2018.

Transform Wealth reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 11,000 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q3 2018, an estimated $258K.
Transform Wealth first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q3 2017 and held it in 4 quarters.
Transform Wealth's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $267K in Q3 2017.
47 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.