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IWM
IHT Wealth Management’s
Invesco Golden Dragon China ETF
PGJ
Stock Holding History
IHT Wealth 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
2026
Q1
$1.76M
Buy
68,250
+6,410
+10%
+$183K
0.04%
409
2025
Q4
$1.78M
Buy
61,840
+5,782
+10%
+$178K
0.04%
375
2025
Q3
$1.86M
Buy
56,058
+6,446
+13%
+$197K
0.05%
351
2025
Q2
$1.41M
Buy
49,612
+1,228
+3%
+$34K
0.04%
404
2025
Q1
$1.43M
Sell
48,384
-4,236
-8%
-$122K
0.04%
367
2024
Q4
$1.38M
Sell
52,620
-35,359
-40%
-$957K
0.04%
352
2024
Q3
$2.48M
Sell
87,979
-34,324
-28%
-$770K
0.07%
272
2024
Q2
$2.72M
Sell
122,303
-24,001
-16%
-$606K
0.1%
198
2024
Q1
$3.6M
Buy
146,304
+3,085
+2%
+$74.5K
0.14%
141
2023
Q4
$3.73M
Buy
143,219
+31,935
+29%
+$826K
0.17%
125
2023
Q3
$3.01M
Buy
111,284
+9,091
+9%
+$257K
0.15%
135
2023
Q2
$2.72M
Buy
102,193
+3,359
+3%
+$90.2K
0.14%
139
2023
Q1
$2.93M
Buy
98,834
+3,479
+4%
+$106K
0.17%
122
2022
Q4
$2.61M
Buy
95,355
+10,669
+13%
+$260K
0.16%
140
2022
Q3
$2.15M
Buy
84,686
+18,010
+27%
+$529K
0.16%
138
2022
Q2
$2.17M
Buy
66,676
+28,071
+73%
+$792K
0.19%
117
2022
Q1
$1.12M
Buy
38,605
+7,455
+24%
+$242K
0.08%
237
2021
Q4
$1.14M
Buy
31,150
+26,145
+522%
+$1.1M
0.08%
232
2021
Q3
$211K
Buy
+5,005
New
+$238K
0.02%
719
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$324B AUM
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1-Year Est. Return
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$2.41B AUM
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
AC
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New York
$1.46B 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
$152B AUM
31.61%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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