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 Q1	$295K	Buy	+11,068	New	+$315K	0.05%	235

Other funds holding PGJ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortis Group Advisors's PGJ Position: Q1 2026 in Review

Fortis Group Advisors opened a new position in Invesco Golden Dragon China ETF (PGJ) in Q1 2026: 11,068 shares worth $295K. The stake represents 0.05% of the portfolio and ranks #235 among its holdings.

37 funds tracked by Wall St. Rank hold PGJ as of Q1 2026.

Fortis Group Advisors held 11,068 shares of Invesco Golden Dragon China ETF worth $295K as of Q1 2026.
Invesco Golden Dragon China ETF was a new Fortis Group Advisors position in Q1 2026.
Invesco Golden Dragon China ETF made up 0.05% of Fortis Group Advisors's portfolio in Q1 2026, its #235 holding.
37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.