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B. Riley Wealth Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

B. Riley Wealth Advisors’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
2021
Q2 		– Sell
-3,200
Closed -$204K – 1433
2021
Q1 		$204K Buy
+3,200
New +$232K 0.01% 1188
2015
Q1 		– Sell
-200
Closed -$6 – 1581
2014
Q4 		$6 Buy
+200
New +$5.91K ﹤0.01% 3090
2014
Q3 		– Sell
-400
Closed -$12.4K – 1538
2014
Q2 		$12.4K Buy
+400
New +$11.6K ﹤0.01% 1691

Other funds holding PGJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Advisors's PGJ Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2021, closing a stake of 3,200 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in PGJ in Q2 2014 and held it in 3 quarters. The position peaked at $204K in Q1 2021. 48 funds tracked by Wall St. Rank hold PGJ as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,200 Invesco Golden Dragon China ETF shares in Q2 2021, an estimated $204K.
  • B. Riley Wealth Advisors first reported a position in Invesco Golden Dragon China ETF in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Invesco Golden Dragon China ETF position peaked at $204K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.