Institute for Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Institute for 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
2020 Q1	–	Sell	-75	Closed	-$3K	–	591
2019 Q4	$3K	Buy	+75	New	+$2.91K	﹤0.01%	655

Other funds holding PGJ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RJA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Institute for Wealth Management's PGJ Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2020, closing a stake of 75 shares — an estimated $3K sold.

Institute for Wealth Management first reported a position in PGJ in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 44 funds tracked by Wall St. Rank hold PGJ as of Q1 2020.

Institute for Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 75 Invesco Golden Dragon China ETF shares in Q1 2020, an estimated $3K.
Institute for Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's Invesco Golden Dragon China ETF position peaked at $3K in Q4 2019.
44 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.