BDO Wealth Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

BDO 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
2023 Q2	$4.19K	Hold	157	–	–	﹤0.01%	790
2023 Q1	$4.65K	Hold	157	–	–	﹤0.01%	804
2022 Q4	$4.28K	Buy	157 +1	+0.6%	+$24	﹤0.01%	784
2022 Q3	$4K	Buy	156 +1	+0.6%	+$29	﹤0.01%	852
2022 Q2	$5K	Hold	155	–	–	﹤0.01%	783
2022 Q1	$5K	Hold	155	–	–	﹤0.01%	826
2021 Q4	$6K	Hold	155	–	–	﹤0.01%	808
2021 Q3	$7K	Hold	155	–	–	﹤0.01%	787
2021 Q2	$10K	Sell	155 -300	-66%	-$18.2K	﹤0.01%	750
2021 Q1	$29K	Hold	455	–	–	﹤0.01%	546
2020 Q4	$29K	Hold	455	–	–	﹤0.01%	414
2020 Q3	$24K	Hold	455	–	–	﹤0.01%	403
2020 Q2	$22K	Hold	455	–	–	﹤0.01%	414
2020 Q1	$17K	Buy	455 +300	+194%	+$12.4K	﹤0.01%	474
2019 Q4	$6K	Hold	155	–	–	﹤0.01%	468
2019 Q3	$6K	Buy	155 +1	+0.6%	+$36	﹤0.01%	489
2019 Q2	$6K	Hold	154	–	–	﹤0.01%	482
2019 Q1	$6K	Buy	+154	New	+$5.72K	﹤0.01%	457

Other funds holding PGJ

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's PGJ Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco Golden Dragon China ETF (PGJ) position steady in Q2 2023 at 157 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

BDO Wealth Advisors first reported a position in PGJ in Q1 2019 and has held it in 18 quarters since. The position peaked at $29K in Q1 2021. 48 funds tracked by Wall St. Rank hold PGJ as of Q2 2023.

BDO Wealth Advisors held 157 shares of Invesco Golden Dragon China ETF worth $4.19K as of Q2 2023.
BDO Wealth Advisors left its Invesco Golden Dragon China ETF share count unchanged in Q2 2023.
Invesco Golden Dragon China ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #790 holding.
BDO Wealth Advisors first reported a position in Invesco Golden Dragon China ETF in Q1 2019 and has held it in 18 quarters since.
BDO Wealth Advisors's Invesco Golden Dragon China ETF position peaked at $29K in Q1 2021.
48 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.