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Engrave Wealth Partners’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Engrave Wealth Partners’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
2020
Q2 		– Sell
-802
Closed -$30K – 477
2020
Q1 		$30K Hold
802
– – 0.04% 123
2019
Q4 		$33K Buy
+802
New +$31.1K 0.03% 164

Other funds holding PGJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Engrave Wealth Partners's PGJ Position: Q2 2020 in Review

Engrave Wealth Partners sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2020, closing a stake of 802 shares — an estimated $30K sold.

Engrave Wealth Partners first reported a position in PGJ in Q4 2019 and held it in 2 quarters. The position peaked at $33K in Q4 2019. 41 funds tracked by Wall St. Rank hold PGJ as of Q2 2020.

  • Engrave Wealth Partners reported no remaining Invesco Golden Dragon China ETF position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 802 Invesco Golden Dragon China ETF shares in Q2 2020, an estimated $30K.
  • Engrave Wealth Partners first reported a position in Invesco Golden Dragon China ETF in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's Invesco Golden Dragon China ETF position peaked at $33K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.