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Axim Planning & Wealth’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Axim Planning & Wealth’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
2023
Q1 		– Sell
-26,650
Closed -$728K – 27
2022
Q4 		$728K Sell
26,650
-1,618,695
-98% -$39.4M 0.75% 12
2022
Q3 		$41.7M Sell
1,645,345
-35,850
-2% -$1.05M 41.08% 1
2022
Q2 		$54.8M Buy
+1,681,195
New +$47.5M 42.51% 1

Other funds holding PGJ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axim Planning & Wealth's PGJ Position: Q1 2023 in Review

Axim Planning & Wealth sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2023, closing a stake of 26,650 shares — an estimated $728K sold.

Axim Planning & Wealth first reported a position in PGJ in Q2 2022 and held it in 3 quarters. The position peaked at $54.8M in Q2 2022. 47 funds tracked by Wall St. Rank hold PGJ as of Q1 2023.

  • Axim Planning & Wealth reported no remaining Invesco Golden Dragon China ETF position as of Q1 2023 after selling out during the quarter.
  • Axim Planning & Wealth sold 26,650 Invesco Golden Dragon China ETF shares in Q1 2023, an estimated $728K.
  • Axim Planning & Wealth first reported a position in Invesco Golden Dragon China ETF in Q2 2022 and held it in 3 quarters.
  • Axim Planning & Wealth's Invesco Golden Dragon China ETF position peaked at $54.8M in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2023.

Based on Axim Planning & Wealth's 13F filing for Q1 2023, filed 27 Apr 2023.