INVESCO GLOBAL EX US HIGH YI (PGHY) Institutional Shareholders
INVESCO GLOBAL EX US HIGH YI (PGHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $116.60M in PGHY holdings during the latest filing period.
Sowell Financial Services Llc is currently the largest disclosed institutional shareholder of PGHY tracked by InsiderSet, reporting ownership valued at approximately $17.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.52M, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PGHY value among the investors covered in this analysis. Major shareholders include Sowell Financial Services Llc, Sound Income Strategies, Llc, Whitcomb & Hess, Inc., and several other long-term asset managers with concentrated positions in INVESCO GLOBAL EX US HIGH YI (PGHY).
This page ranks the largest institutional PGHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$116.60M
Largest Holder
Sowell Financial Services Llc
Largest Position
$17.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sowell Financial Services Llc | 0.57% | 891,794 | $17,568,339 | $17,519,739 | -$48,600 | -0.28% | |
| Sound Income Strategies, Llc | 0.67% | 759,583 | $14,963,794 | $14,922,388 | -$41,406 | -0.28% | |
| Whitcomb & Hess, Inc. | 3.14% | 737,661 | $14,531,926 | $14,491,719 | -$40,207 | -0.28% | |
| Inspire Advisors, Llc | 1.00% | 732,043 | $14,422,115 | $14,381,351 | -$40,764 | -0.28% | |
| Lpl Financial Llc | 0.00% | 362,947 | $7,150,063 | $7,130,275 | -$19,788 | -0.28% | |
| Royal Fund Management, Llc | 0.45% | 272,615 | $5,370,524 | $5,355,658 | -$14,866 | -0.28% | |
| Bank Of America Corp | 0.00% | 261,559 | $5,152,705 | $5,138,457 | -$14,248 | -0.28% | |
| Baker Avenue Asset Management, Lp | 0.07% | 195,173 | $3,844,907 | $3,834,271 | -$10,636 | -0.28% | |
| Advisory Alpha, Llc | 0.09% | 176,861 | $3,484,186 | $3,474,523 | -$9,663 | -0.28% | |
| Kingsview Wealth Management, Llc | 0.04% | 161,443 | $3,180,418 | $3,171,628 | -$8,790 | -0.28% | |
| Philadelphia Investment Partners, Llc | 1.44% | 117,578 | $2,316,295 | $2,309,879 | -$6,416 | -0.28% | |
| Jones Financial Companies Lllp | 0.00% | 104,474 | $2,062,314 | $2,052,444 | -$9,870 | -0.48% | |
| Hightower Advisors, Llc | 0.00% | 101,170 | $1,993,045 | $1,987,535 | -$5,510 | -0.28% | |
| Simplicity Wealth,Llc | 0.11% | 98,597 | $1,913,769 | $1,936,987 | +$23,218 | +1.21% | |
| Guggenheim Capital Llc | 0.01% | 74,479 | $1,467,236 | $1,463,177 | -$4,059 | -0.28% | |
| Belpointe Asset Management Llc | 0.04% | 68,897 | $1,357,285 | $1,353,516 | -$3,769 | -0.28% | |
| Fortis Capital Advisors, Llc | 0.15% | 68,897 | $1,357,285 | $1,353,516 | -$3,769 | -0.28% | |
| Cambria Investment Management, L.P. | 0.06% | 61,760 | $1,216,672 | $1,213,306 | -$3,366 | -0.28% | |
| Perigon Wealth Management, Llc | 0.02% | 60,096 | $1,183,891 | $1,180,616 | -$3,275 | -0.28% | |
| Jane Street Group, Llc | 0.00% | 56,053 | $1,104,244 | $1,101,189 | -$3,055 | -0.28% | |
| Cetera Investment Advisers | 0.00% | 50,957 | $1,003,843 | $1,001,076 | -$2,767 | -0.28% | |
| Geowealth Management, Llc | 0.03% | 47,468 | $935,120 | $932,533 | -$2,587 | -0.28% | |
| Morgan Stanley | 0.00% | 39,676 | $781,634 | $779,455 | -$2,179 | -0.28% | |
| Mml Investors Services, Llc | 0.00% | 35,132 | $692,108 | $690,186 | -$1,922 | -0.28% | |
| Capital Investment Advisory Services, Llc | 0.04% | 33,996 | $669,729 | $667,868 | -$1,861 | -0.28% | |
| Kestra Advisory Services, Llc | 0.00% | 33,774 | $665,357 | $663,507 | -$1,850 | -0.28% | |
| Greenberg Financial Group | 0.25% | 33,325 | $656,503 | $654,686 | -$1,817 | -0.28% | |
| Aps Management Group, Inc. | 0.44% | 28,760 | $566,570 | $565,005 | -$1,565 | -0.28% | |
| Raymond James Financial Inc | 0.00% | 26,021 | $512,621 | $511,196 | -$1,425 | -0.28% | |
| Osaic Holdings, Inc. | 0.00% | 24,556 | $483,809 | $482,415 | -$1,394 | -0.29% | |
| Horizon Financial Services, Llc | 0.18% | 24,206 | $476,858 | $475,539 | -$1,319 | -0.28% | |
| Acorn Wealth Advisors, Llc | 0.10% | 21,575 | $425,028 | $423,852 | -$1,176 | -0.28% | |
| Envestnet Asset Management Inc | 0.00% | 20,439 | $402,653 | $401,534 | -$1,119 | -0.28% | |
| Alti Global, Inc. | 0.01% | 19,559 | $385,312 | $384,246 | -$1,066 | -0.28% | |
| Silver Oak Securities, Incorporated | 0.02% | 18,507 | $364,597 | $363,579 | -$1,018 | -0.28% | |
| Tidal Investments Llc | 0.00% | 18,301 | $360,530 | $359,532 | -$998 | -0.28% | |
| Bright Futures Wealth Management, Llc. | 0.18% | 14,308 | $281,868 | $281,088 | -$780 | -0.28% | |
| Endowment Wealth Management, Inc. | 0.11% | 14,023 | $276,252 | $275,489 | -$763 | -0.28% | |
| Stifel Financial Corp | 0.00% | 10,735 | $211,480 | $210,894 | -$586 | -0.28% | |
| Murphy & Mullick Capital Management Corp | 0.10% | 8,489 | $167,235 | $166,771 | -$464 | -0.28% | |
| Jpmorgan Chase & Co | 0.00% | 6,661 | $131,555 | $130,859 | -$696 | -0.53% | |
| Cwm, Llc | 0.00% | 4,283 | $83,133 | $84,142 | +$1,009 | +1.21% | |
| Private Trust Co Na | 0.01% | 3,204 | $63,119 | $62,944 | -$175 | -0.28% | |
| Royal Bank Of Canada | 0.00% | 3,100 | $61,000 | $60,901 | -$99 | -0.16% | |
| Newedge Advisors, Llc | 0.00% | 2,052 | $40,425 | $40,313 | -$112 | -0.28% | |
| Assetmark, Inc | 0.00% | 1,987 | $39,152 | $39,036 | -$116 | -0.30% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,849 | $36,425 | $36,325 | -$100 | -0.28% | |
| Mercer Global Advisors Inc | 0.00% | 1,364 | $26,871 | $26,796 | -$75 | -0.28% | |
| Southern Michigan Bank & Trust | 0.01% | 1,225 | $24,133 | $24,066 | -$67 | -0.28% | |
| Harbour Investments, Inc. | 0.00% | 1,122 | $22,103 | $22,042 | -$61 | -0.27% |
Frequently asked questions about PGHY
Who owns the most PGHY stock?
The largest holders of PGHY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO GLOBAL EX US HIGH YI (PGHY).
Is PGHY widely held by superinvestors?
Many widely followed stocks like PGHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PGHY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.