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Beaird Harris Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Beaird Harris 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
2022
Q2 		– Sell
-6,235
Closed -$181K – 548
2022
Q1 		$181K Hold
6,235
– – 0.07% 92
2021
Q4 		$228K Buy
+6,235
New +$262K 0.08% 107

Other funds holding PGJ

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beaird Harris Wealth Management's PGJ Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2022, closing a stake of 6,235 shares — an estimated $181K sold.

Beaird Harris Wealth Management first reported a position in PGJ in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 52 funds tracked by Wall St. Rank hold PGJ as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 6,235 Invesco Golden Dragon China ETF shares in Q2 2022, an estimated $181K.
  • Beaird Harris Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Invesco Golden Dragon China ETF position peaked at $228K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.