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Cox Capital Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Cox Capital 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
2022
Q1 		– Sell
-40,224
Closed -$1.47M – 75
2021
Q4 		$1.47M Buy
+40,224
New +$1.69M 0.87% 51

Other funds holding PGJ

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cox Capital Management's PGJ Position: Q1 2022 in Review

Cox Capital Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2022, closing a stake of 40,224 shares — an estimated $1.47M sold.

Cox Capital Management first reported a position in PGJ in Q4 2021 and held it in 1 quarter. The position peaked at $1.47M in Q4 2021. 51 funds tracked by Wall St. Rank hold PGJ as of Q1 2022.

  • Cox Capital Management reported no remaining Invesco Golden Dragon China ETF position as of Q1 2022 after selling out during the quarter.
  • Cox Capital Management sold 40,224 Invesco Golden Dragon China ETF shares in Q1 2022, an estimated $1.47M.
  • Cox Capital Management first reported a position in Invesco Golden Dragon China ETF in Q4 2021 and held it in 1 quarter.
  • Cox Capital Management's Invesco Golden Dragon China ETF position peaked at $1.47M in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2022.

Based on Cox Capital Management's 13F filing for Q1 2022, filed 5 Apr 2022.