IFG
PGJ icon

Independent Financial Group’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-3,772
Closed -$231K – 746
2021
Q2 		$231K Buy
3,772
+336
+10% +$20.4K 0.02% 617
2021
Q1 		$218K Buy
3,436
+200
+6% +$14.5K 0.03% 566
2020
Q4 		$207K Buy
+3,236
New +$186K 0.03% 516

Other funds holding PGJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Financial Group's PGJ Position: Q3 2021 in Review

Independent Financial Group sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2021, closing a stake of 3,772 shares — an estimated $231K sold.

Independent Financial Group first reported a position in PGJ in Q4 2020 and held it in 3 quarters. The position peaked at $231K in Q2 2021. 46 funds tracked by Wall St. Rank hold PGJ as of Q3 2021.

  • Independent Financial Group reported no remaining Invesco Golden Dragon China ETF position as of Q3 2021 after selling out during the quarter.
  • Independent Financial Group sold 3,772 Invesco Golden Dragon China ETF shares in Q3 2021, an estimated $231K.
  • Independent Financial Group first reported a position in Invesco Golden Dragon China ETF in Q4 2020 and held it in 3 quarters.
  • Independent Financial Group's Invesco Golden Dragon China ETF position peaked at $231K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2021.

Based on Independent Financial Group's 13F filing for Q3 2021, filed 15 Jun 2026.