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Fulcrum Equity Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-7,057
Closed -$448K – 219
2021
Q1 		$448K Buy
7,057
+1,566
+29% +$114K 0.18% 110
2020
Q4 		$351K Sell
5,491
-111
-2% -$6.39K 0.14% 114
2020
Q3 		$295K Buy
+5,602
New +$292K 0.14% 110

Other funds holding PGJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fulcrum Equity Management's PGJ Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2021, closing a stake of 7,057 shares — an estimated $448K sold.

Fulcrum Equity Management first reported a position in PGJ in Q3 2020 and held it in 3 quarters. The position peaked at $448K in Q1 2021. 48 funds tracked by Wall St. Rank hold PGJ as of Q2 2021.

  • Fulcrum Equity Management reported no remaining Invesco Golden Dragon China ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 7,057 Invesco Golden Dragon China ETF shares in Q2 2021, an estimated $448K.
  • Fulcrum Equity Management first reported a position in Invesco Golden Dragon China ETF in Q3 2020 and held it in 3 quarters.
  • Fulcrum Equity Management's Invesco Golden Dragon China ETF position peaked at $448K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.