Carson Wealth (CWM LLC)
PGJ icon

Carson Wealth (CWM LLC)’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-1
Closed – – 4425
2023
Q3 		$0 Sell
1
-84
-99% -$2.38K ﹤0.01% 4456
2023
Q2 		$2K Buy
+85
New +$2.28K ﹤0.01% 3830

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PGJ Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2023, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in PGJ in Q2 2023 and held it in 2 quarters. The position peaked at $2K in Q2 2023. 50 funds tracked by Wall St. Rank hold PGJ as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Golden Dragon China ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Invesco Golden Dragon China ETF share in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Golden Dragon China ETF in Q2 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Invesco Golden Dragon China ETF position peaked at $2K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.