Integrated Wealth Concepts’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Integrated Wealth Concepts’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	$1.58K	Buy	+70	New	+$1.8K	﹤0.01%	5420

Other funds holding PGJ

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Concepts's PGJ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Golden Dragon China ETF (PGJ) in Q2 2026: 70 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #5420 among its holdings.

37 funds tracked by Wall St. Rank hold PGJ as of Q2 2026.

Integrated Wealth Concepts held 70 shares of Invesco Golden Dragon China ETF worth $1.58K as of Q2 2026.
Invesco Golden Dragon China ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco Golden Dragon China ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5420 holding.
37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.