Gradient Investments’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-261	Closed	-$6.79K	–	1665
2023 Q4	$6.79K	Hold	261	–	–	﹤0.01%	916
2023 Q3	$7.06K	Hold	261	–	–	﹤0.01%	878
2023 Q2	$6.95K	Hold	261	–	–	﹤0.01%	883
2023 Q1	$7.75K	Hold	261	–	–	﹤0.01%	863
2022 Q4	$7.13K	Hold	261	–	–	﹤0.01%	873
2022 Q3	$7K	Hold	261	–	–	﹤0.01%	887
2022 Q2	$9K	Hold	261	–	–	﹤0.01%	795
2022 Q1	$8K	Hold	261	–	–	﹤0.01%	826
2021 Q4	$10K	Hold	261	–	–	﹤0.01%	797
2021 Q3	$11K	Hold	261	–	–	﹤0.01%	764
2021 Q2	$16K	Hold	261	–	–	﹤0.01%	674
2021 Q1	$17K	Hold	261	–	–	﹤0.01%	650
2020 Q4	$14K	Hold	261	–	–	﹤0.01%	639
2020 Q3	$14K	Hold	261	–	–	﹤0.01%	643
2020 Q2	$13K	Hold	261	–	–	﹤0.01%	604
2020 Q1	$10K	Hold	261	–	–	﹤0.01%	652
2019 Q4	$11K	Sell	261 -773	-75%	-$30K	﹤0.01%	675
2019 Q3	$37K	Buy	+1,034	New	+$37.7K	﹤0.01%	428

Other funds holding PGJ

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

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

Gradient Investments's PGJ Position: Q1 2024 in Review

Gradient Investments sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2024, closing a stake of 261 shares — an estimated $6.79K sold.

Gradient Investments first reported a position in PGJ in Q3 2019 and held it in 18 quarters. The position peaked at $37K in Q3 2019. 47 funds tracked by Wall St. Rank hold PGJ as of Q1 2024.

Gradient Investments reported no remaining Invesco Golden Dragon China ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 261 Invesco Golden Dragon China ETF shares in Q1 2024, an estimated $6.79K.
Gradient Investments first reported a position in Invesco Golden Dragon China ETF in Q3 2019 and held it in 18 quarters.
Gradient Investments's Invesco Golden Dragon China ETF position peaked at $37K in Q3 2019.
47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.