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

WCG 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
2024 Q4	–	Sell	-14,256	Closed	-$288K	–	312
2024 Q3	$288K	Sell	14,256 -8	-0.1%	-$159	0.02%	301
2024 Q2	$278K	Buy	14,264 +65	+0.5%	+$1.27K	0.02%	268
2024 Q1	$280K	Buy	14,199 +66	+0.5%	+$1.3K	0.02%	248
2023 Q4	$276K	Buy	14,133 +76	+0.5%	+$1.44K	0.02%	285
2023 Q3	$266K	Buy	+14,057	New	+$271K	0.02%	271

Other funds holding PGHY

SFS

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

KWM

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

WCG Wealth Advisors's PGHY Position: Q4 2024 in Review

WCG Wealth Advisors sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q4 2024, closing a stake of 14,256 shares — an estimated $288K sold.

WCG Wealth Advisors first reported a position in PGHY in Q3 2023 and held it in 5 quarters. The position peaked at $288K in Q3 2024. 51 funds tracked by Wall St. Rank hold PGHY as of Q4 2024.

WCG Wealth Advisors reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
WCG Wealth Advisors sold 14,256 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q4 2024, an estimated $288K.
WCG Wealth Advisors first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
WCG Wealth Advisors's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $288K in Q3 2024.
51 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.