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BOK Financial’s Invesco Golden Dragon China ETF PGJ Stock Holding History

BOK Financial’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
-16,925
Closed -$463K – 1230
2022
Q4 		$463K Buy
+16,925
New +$412K 0.01% 695

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

BOK Financial's PGJ Position: Q1 2023 in Review

BOK Financial sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2023, closing a stake of 16,925 shares — an estimated $463K sold.

BOK Financial first reported a position in PGJ in Q4 2022 and held it in 1 quarter. The position peaked at $463K in Q4 2022. 47 funds tracked by Wall St. Rank hold PGJ as of Q1 2023.

  • BOK Financial reported no remaining Invesco Golden Dragon China ETF position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 16,925 Invesco Golden Dragon China ETF shares in Q1 2023, an estimated $463K.
  • BOK Financial first reported a position in Invesco Golden Dragon China ETF in Q4 2022 and held it in 1 quarter.
  • BOK Financial's Invesco Golden Dragon China ETF position peaked at $463K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.