Institutional & Family Asset Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Institutional & Family Asset 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
2024 Q1	–	Sell	-110	Closed	-$2.86K	–	770
2023 Q4	$2.86K	Buy	110 +2	+2%	+$52	﹤0.01%	538
2023 Q3	$2.93K	Hold	108	–	–	﹤0.01%	528
2023 Q2	$2.86K	Buy	108 +1	+0.9%	+$27	﹤0.01%	543
2023 Q1	$3.18K	Hold	107	–	–	﹤0.01%	524
2022 Q4	$2.93K	Hold	107	–	–	﹤0.01%	526
2022 Q3	$3K	Hold	107	–	–	﹤0.01%	556
2022 Q2	$3K	Buy	107 +1	+0.9%	+$28	﹤0.01%	563
2022 Q1	$3K	Hold	106	–	–	﹤0.01%	619
2021 Q4	$4K	Hold	106	–	–	﹤0.01%	595
2021 Q3	$4K	Hold	106	–	–	﹤0.01%	709
2021 Q2	$7K	Hold	106	–	–	﹤0.01%	654
2021 Q1	$7K	Hold	106	–	–	﹤0.01%	630
2020 Q4	$7K	Hold	106	–	–	﹤0.01%	601
2020 Q3	$6K	Hold	106	–	–	﹤0.01%	564
2020 Q2	$5K	Hold	106	–	–	﹤0.01%	581
2020 Q1	$4K	Hold	106	–	–	﹤0.01%	566
2019 Q4	$4K	Hold	106	–	–	﹤0.01%	627
2019 Q3	$4K	Hold	106	–	–	﹤0.01%	601
2019 Q2	$4K	Hold	106	–	–	﹤0.01%	629
2019 Q1	$4K	Hold	106	–	–	﹤0.01%	630
2018 Q4	$3K	Hold	106	–	–	﹤0.01%	651
2018 Q3	$4K	Buy	106 +1	+1%	+$42	﹤0.01%	646
2018 Q2	$5K	Hold	105	–	–	﹤0.01%	618
2018 Q1	$5K	Buy	+105	New	+$5.05K	﹤0.01%	600

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

Institutional & Family Asset Management's PGJ Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2024, closing a stake of 110 shares — an estimated $2.86K sold.

Institutional & Family Asset Management first reported a position in PGJ in Q1 2018 and held it in 24 quarters. The position peaked at $7K in Q2 2021. 47 funds tracked by Wall St. Rank hold PGJ as of Q1 2024.

Institutional & Family Asset Management reported no remaining Invesco Golden Dragon China ETF position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 110 Invesco Golden Dragon China ETF shares in Q1 2024, an estimated $2.86K.
Institutional & Family Asset Management first reported a position in Invesco Golden Dragon China ETF in Q1 2018 and held it in 24 quarters.
Institutional & Family Asset Management's Invesco Golden Dragon China ETF position peaked at $7K in Q2 2021.
47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.