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Fortis Group Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Fortis Group Advisors’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 		– Sell
-11,068
Closed -$295K – 640
2026
Q1 		$295K Buy
+11,068
New +$315K 0.05% 235

Other funds holding PGJ

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortis Group Advisors's PGJ Position: Q2 2026 in Review

Fortis Group Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2026, closing a stake of 11,068 shares — an estimated $295K sold.

Fortis Group Advisors first reported a position in PGJ in Q1 2026 and held it in 1 quarter. The position peaked at $295K in Q1 2026. 37 funds tracked by Wall St. Rank hold PGJ as of Q2 2026.

  • Fortis Group Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q2 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 11,068 Invesco Golden Dragon China ETF shares in Q2 2026, an estimated $295K.
  • Fortis Group Advisors first reported a position in Invesco Golden Dragon China ETF in Q1 2026 and held it in 1 quarter.
  • Fortis Group Advisors's Invesco Golden Dragon China ETF position peaked at $295K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.