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Atlantic Edge Private Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-160
Closed -$4.18K – 503
2023
Q4 		$4.18K Buy
+160
New +$4.14K ﹤0.01% 381

Other funds holding PGJ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PGJ Position: Q1 2024 in Review

Atlantic Edge Private Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2024, closing a stake of 160 shares — an estimated $4.18K sold.

Atlantic Edge Private Wealth Management first reported a position in PGJ in Q4 2023 and held it in 1 quarter. The position peaked at $4.18K in Q4 2023. 47 funds tracked by Wall St. Rank hold PGJ as of Q1 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q1 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 160 Invesco Golden Dragon China ETF shares in Q1 2024, an estimated $4.18K.
  • Atlantic Edge Private Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q4 2023 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Invesco Golden Dragon China ETF position peaked at $4.18K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.