CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco Golden Dragon China ETF PGJ Stock Holding History

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-4,328
Closed -$122K – 3135
2024
Q3 		$122K Buy
4,328
+293
+7% +$6.58K ﹤0.01% 1394
2024
Q2 		$91.5K Hold
4,035
– – ﹤0.01% 1433
2024
Q1 		$101K Buy
+4,035
New +$97.4K ﹤0.01% 1395
2015
Q3 		– Sell
-63,999
Closed -$2.15M – 610
2015
Q2 		$2.15M Sell
63,999
-12,050
-16% -$407K 0.02% 365
2015
Q1 		$2.26M Sell
76,049
-3,276
-4% -$93.7K 0.02% 363
2014
Q4 		$2.21M Sell
79,325
-4,000
-5% -$118K 0.02% 363
2014
Q3 		$2.5M Buy
83,325
+500
+0.6% +$15.9K 0.02% 347
2014
Q2 		$2.56M Sell
82,825
-1,000
-1% -$29K 0.02% 339
2014
Q1 		$2.58M Buy
+83,825
New +$2.57M 0.02% 338

Other funds holding PGJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

CIBC Private Wealth Group's PGJ Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2024, closing a stake of 4,328 shares — an estimated $122K sold.

CIBC Private Wealth Group first reported a position in PGJ in Q1 2014 and held it in 9 quarters. The position peaked at $2.58M in Q1 2014. 42 funds tracked by Wall St. Rank hold PGJ as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Invesco Golden Dragon China ETF position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 4,328 Invesco Golden Dragon China ETF shares in Q4 2024, an estimated $122K.
  • CIBC Private Wealth Group first reported a position in Invesco Golden Dragon China ETF in Q1 2014 and held it in 9 quarters.
  • CIBC Private Wealth Group's Invesco Golden Dragon China ETF position peaked at $2.58M in Q1 2014.
  • 42 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.