GRP
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Global Retirement Partners’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Global Retirement Partners’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
2025
Q4 		$24.4K Buy
847
+3
+0.4% +$92 ﹤0.01% 2780
2025
Q3 		$28K Sell
844
-55
-6% -$1.68K ﹤0.01% 2232
2025
Q2 		$25.5K Buy
+899
New +$24.9K ﹤0.01% 2149
2024
Q4 		$23.4K Buy
895
+1
+0.1% +$27 ﹤0.01% 2006
2024
Q3 		$25.2K Hold
894
– – ﹤0.01% 1881
2024
Q2 		$19.9K Sell
894
-219
-20% -$5.53K ﹤0.01% 1983
2024
Q1 		$27.4K Hold
1,113
– – ﹤0.01% 1678
2023
Q4 		$25.6K Buy
1,113
+226
+25% +$5.85K ﹤0.01% 1641
2023
Q3 		$23.2K Buy
887
+1
+0.1% +$28 ﹤0.01% 1584
2023
Q2 		$23.6K Hold
886
– – ﹤0.01% 1609
2023
Q1 		$22.7K Buy
886
+180
+25% +$5.47K ﹤0.01% 1583
2022
Q4 		$19.3K Hold
706
– – ﹤0.01% 1497
2022
Q3 		$13K Buy
706
+1
+0.1% +$29 ﹤0.01% 1585
2022
Q2 		$23K Hold
705
– – ﹤0.01% 1304
2022
Q1 		$17K Buy
+705
New +$22.9K ﹤0.01% 1413
2021
Q4 		– Sell
-630
Closed -$27K – 1343
2021
Q3 		$27K Buy
630
+525
+500% +$25K ﹤0.01% 1106
2021
Q2 		$6K Hold
105
– – ﹤0.01% 1530
2021
Q1 		$7K Hold
105
– – ﹤0.01% 1394
2020
Q4 		$7K Buy
+105
New +$6.04K ﹤0.01% 1364

Other funds holding PGJ

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Retirement Partners's PGJ Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco Golden Dragon China ETF (PGJ) stake by 0.36% in Q4 2025, buying an estimated $92 and bringing the position to 847 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Global Retirement Partners first reported a position in PGJ in Q4 2020 and has held it in 19 quarters since. The position peaked at $28K in Q3 2025. 37 funds tracked by Wall St. Rank hold PGJ as of Q4 2025.

  • Global Retirement Partners held 847 shares of Invesco Golden Dragon China ETF worth $24.4K as of Q4 2025.
  • Global Retirement Partners bought 3 Invesco Golden Dragon China ETF shares in Q4 2025, an estimated $92.
  • Invesco Golden Dragon China ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2780 holding.
  • Global Retirement Partners first reported a position in Invesco Golden Dragon China ETF in Q4 2020 and has held it in 19 quarters since.
  • Global Retirement Partners's Invesco Golden Dragon China ETF position peaked at $28K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.