Envestnet Asset Management
PGJ icon

Envestnet Asset Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Envestnet Asset 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
2026
Q2 		$921K Buy
40,806
+8,687
+27% +$223K ﹤0.01% 3674
2026
Q1 		$830K Buy
32,119
+5,729
+22% +$163K ﹤0.01% 3585
2025
Q4 		$760K Buy
26,390
+1,620
+7% +$49.9K ﹤0.01% 3431
2025
Q3 		$822K Buy
24,770
+1,116
+5% +$34.1K ﹤0.01% 3443
2025
Q2 		$671K Buy
23,654
+3,321
+16% +$91.9K ﹤0.01% 3501
2025
Q1 		$602K Buy
20,333
+1,663
+9% +$47.8K ﹤0.01% 3507
2024
Q4 		$488K Buy
18,670
+2,749
+17% +$74.4K ﹤0.01% 3596
2024
Q3 		$449K Sell
15,921
-185
-1% -$4.15K ﹤0.01% 3593
2024
Q2 		$358K Buy
16,106
+147
+0.9% +$3.71K ﹤0.01% 3629
2024
Q1 		$392K Buy
15,959
+6,985
+78% +$169K ﹤0.01% 3574
2023
Q4 		$234K Sell
8,974
-751
-8% -$19.4K ﹤0.01% 3745
2023
Q3 		$263K Buy
9,725
+9
+0.1% +$255 ﹤0.01% 3607
2023
Q2 		$259K Buy
9,716
+37
+0.4% +$994 ﹤0.01% 3559
2023
Q1 		$287K Sell
9,679
-2,027
-17% -$61.7K ﹤0.01% 3461
2022
Q4 		$320K Sell
11,706
-699
-6% -$17K ﹤0.01% 3388
2022
Q3 		$315K Sell
12,405
-983
-7% -$28.9K ﹤0.01% 3302
2022
Q2 		$436K Sell
13,388
-5,847
-30% -$165K ﹤0.01% 3127
2022
Q1 		$557K Sell
19,235
-1,986
-9% -$64.6K ﹤0.01% 3055
2021
Q4 		$774K Sell
21,221
-3,507
-14% -$148K ﹤0.01% 2798
2021
Q3 		$1.04M Buy
24,728
+713
+3% +$33.9K ﹤0.01% 2518
2021
Q2 		$1.47M Buy
24,015
+15,718
+189% +$954K ﹤0.01% 2277
2021
Q1 		$527K Buy
8,297
+1,272
+18% +$92.2K ﹤0.01% 2813
2020
Q4 		$449K Buy
7,025
+63
+0.9% +$3.63K ﹤0.01% 2713
2020
Q3 		$367K Sell
6,962
-1,089
-14% -$56.8K ﹤0.01% 2637
2020
Q2 		$393K Buy
8,051
+481
+6% +$20.5K ﹤0.01% 2539
2020
Q1 		$285K Sell
7,570
-418
-5% -$17.3K ﹤0.01% 2572
2019
Q4 		$332K Sell
7,988
-1,418
-15% -$55.1K ﹤0.01% 2688
2019
Q3 		$335K Sell
9,406
-634
-6% -$23.1K ﹤0.01% 2603
2019
Q2 		$375K Buy
10,040
+960
+11% +$37K ﹤0.01% 2535
2019
Q1 		$367K Sell
9,080
-1,222
-12% -$45.4K ﹤0.01% 2506
2018
Q4 		$325K Buy
+10,302
New +$349K ﹤0.01% 2387
2017
Q2 		– Sell
-3,481
Closed -$118K – 3110
2017
Q1 		$118K Buy
3,481
+81
+2% +$2.6K ﹤0.01% 2126
2016
Q4 		$97K Sell
3,400
-839
-20% -$26.3K ﹤0.01% 2194
2016
Q3 		$141K Sell
4,239
-20,406
-83% -$635K ﹤0.01% 2181
2016
Q2 		$696K Sell
24,645
-2,449
-9% -$71.6K ﹤0.01% 1495
2016
Q1 		$813K Sell
27,094
-631
-2% -$18.1K ﹤0.01% 1411
2015
Q4 		$912K Buy
27,725
+9,651
+53% +$298K ﹤0.01% 1333
2015
Q3 		$464K Sell
18,074
-5,588
-24% -$159K ﹤0.01% 1633
2015
Q2 		$793K Sell
23,662
-1,157
-5% -$39.1K ﹤0.01% 1509
2015
Q1 		$739K Buy
24,819
+16,888
+213% +$483K ﹤0.01% 1409
2014
Q4 		$221K Sell
7,931
-98
-1% -$2.9K ﹤0.01% 977
2014
Q3 		$241K Buy
8,029
+450
+6% +$14.3K ﹤0.01% 1020
2014
Q2 		$234K Sell
7,579
-4,895
-39% -$142K ﹤0.01% 953
2014
Q1 		$375K Sell
12,474
-3,300
-21% -$101K ﹤0.01% 725
2013
Q4 		$478K Buy
15,774
+10,718
+212% +$313K 0.01% 633
2013
Q3 		$145K Buy
+5,056
New +$127K ﹤0.01% 871

Other funds holding PGJ

AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management's PGJ Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco Golden Dragon China ETF (PGJ) stake by 27% in Q2 2026, buying an estimated $223K and bringing the position to 40,806 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #3674.

Envestnet Asset Management first reported a position in PGJ in Q3 2013 and has held it in 46 quarters since. The position peaked at $1.47M in Q2 2021. 10 funds tracked by Wall St. Rank hold PGJ as of Q2 2026.

  • Envestnet Asset Management held 40,806 shares of Invesco Golden Dragon China ETF worth $921K as of Q2 2026.
  • Envestnet Asset Management bought 8,687 Invesco Golden Dragon China ETF shares in Q2 2026, an estimated $223K.
  • Invesco Golden Dragon China ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3674 holding.
  • Envestnet Asset Management first reported a position in Invesco Golden Dragon China ETF in Q3 2013 and has held it in 46 quarters since.
  • Envestnet Asset Management's Invesco Golden Dragon China ETF position peaked at $1.47M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.