Financial Architects (New Jersey)’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Financial Architects (New Jersey)’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
2018 Q4	–	Sell	-305	Closed	-$12K	–	1454
2018 Q3	$12K	Buy	305 +145	+91%	+$6.03K	﹤0.01%	1068
2018 Q2	$7K	Buy	160 +50	+45%	+$2.36K	﹤0.01%	1073
2018 Q1	$5K	Buy	110 +70	+175%	+$3.37K	﹤0.01%	1230
2017 Q4	$2K	Buy	+40	New	+$1.76K	﹤0.01%	1414

Other funds holding PGJ

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Financial Architects (New Jersey)'s PGJ Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2018, closing a stake of 305 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in PGJ in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 47 funds tracked by Wall St. Rank hold PGJ as of Q4 2018.

Financial Architects (New Jersey) reported no remaining Invesco Golden Dragon China ETF position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 305 Invesco Golden Dragon China ETF shares in Q4 2018, an estimated $12K.
Financial Architects (New Jersey) first reported a position in Invesco Golden Dragon China ETF in Q4 2017 and held it in 4 quarters.
Financial Architects (New Jersey)'s Invesco Golden Dragon China ETF position peaked at $12K in Q3 2018.
47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.