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Belpointe Asset Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Belpointe Asset 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
2021
Q1 		– Sell
-1,619
Closed -$103K – 1054
2020
Q4 		$103K Buy
+1,619
New +$93.2K 0.01% 938

Other funds holding PGJ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Belpointe Asset Management's PGJ Position: Q1 2021 in Review

Belpointe Asset Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2021, closing a stake of 1,619 shares — an estimated $103K sold.

Belpointe Asset Management first reported a position in PGJ in Q4 2020 and held it in 1 quarter. The position peaked at $103K in Q4 2020. 55 funds tracked by Wall St. Rank hold PGJ as of Q1 2021.

  • Belpointe Asset Management reported no remaining Invesco Golden Dragon China ETF position as of Q1 2021 after selling out during the quarter.
  • Belpointe Asset Management sold 1,619 Invesco Golden Dragon China ETF shares in Q1 2021, an estimated $103K.
  • Belpointe Asset Management first reported a position in Invesco Golden Dragon China ETF in Q4 2020 and held it in 1 quarter.
  • Belpointe Asset Management's Invesco Golden Dragon China ETF position peaked at $103K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2021.

Based on Belpointe Asset Management's 13F filing for Q1 2021, filed 14 May 2021.