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Certified Advisory Corp’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Certified Advisory Corp’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
2018
Q3 		– Sell
-500
Closed -$23K – 799
2018
Q2 		$23K Sell
500
-300
-38% -$14.1K 0.01% 409
2018
Q1 		$36K Buy
+800
New +$38.5K 0.02% 319

Other funds holding PGJ

MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Certified Advisory Corp's PGJ Position: Q3 2018 in Review

Certified Advisory Corp sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2018, closing a stake of 500 shares — an estimated $23K sold.

Certified Advisory Corp first reported a position in PGJ in Q1 2018 and held it in 2 quarters. The position peaked at $36K in Q1 2018. 46 funds tracked by Wall St. Rank hold PGJ as of Q3 2018.

  • Certified Advisory Corp reported no remaining Invesco Golden Dragon China ETF position as of Q3 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 500 Invesco Golden Dragon China ETF shares in Q3 2018, an estimated $23K.
  • Certified Advisory Corp first reported a position in Invesco Golden Dragon China ETF in Q1 2018 and held it in 2 quarters.
  • Certified Advisory Corp's Invesco Golden Dragon China ETF position peaked at $36K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2018.

Based on Certified Advisory Corp's 13F filing for Q3 2018, filed 13 Nov 2018.