CCM
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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

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CS
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Morgan Stanley
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TWC
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Wells Fargo
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IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
Ameriprise
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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return