IWM
PGJ icon

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
Q2 		$928K Sell
41,136
-27,114
-40% -$696K 0.02% 626
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

Other funds holding PGJ

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IHT Wealth Management's PGJ Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco Golden Dragon China ETF (PGJ) stake by 40% in Q2 2026, selling an estimated $696K and leaving 41,136 shares worth $928K. The position accounts for 0.02% of the portfolio, ranked #626.

IHT Wealth Management first reported a position in PGJ in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q4 2023. 37 funds tracked by Wall St. Rank hold PGJ as of Q2 2026.

  • IHT Wealth Management held 41,136 shares of Invesco Golden Dragon China ETF worth $928K as of Q2 2026.
  • IHT Wealth Management sold 27,114 Invesco Golden Dragon China ETF shares in Q2 2026, an estimated $696K.
  • Invesco Golden Dragon China ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #626 holding.
  • IHT Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q3 2021 and has held it in 20 quarters since.
  • IHT Wealth Management's Invesco Golden Dragon China ETF position peaked at $3.73M in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.