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Kelly Financial Services’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Kelly Financial Services’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
2019
Q3 		– Sell
-277
Closed -$10.4K – 562
2019
Q2 		$10.4K Hold
277
– – 0.01% 221
2019
Q1 		$11.2K Buy
+277
New +$10.3K 0.01% 210

Other funds holding PGJ

MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kelly Financial Services's PGJ Position: Q3 2019 in Review

Kelly Financial Services sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2019, closing a stake of 277 shares — an estimated $10.4K sold.

Kelly Financial Services first reported a position in PGJ in Q1 2019 and held it in 2 quarters. The position peaked at $11.2K in Q1 2019. 49 funds tracked by Wall St. Rank hold PGJ as of Q3 2019.

  • Kelly Financial Services reported no remaining Invesco Golden Dragon China ETF position as of Q3 2019 after selling out during the quarter.
  • Kelly Financial Services sold 277 Invesco Golden Dragon China ETF shares in Q3 2019, an estimated $10.4K.
  • Kelly Financial Services first reported a position in Invesco Golden Dragon China ETF in Q1 2019 and held it in 2 quarters.
  • Kelly Financial Services's Invesco Golden Dragon China ETF position peaked at $11.2K in Q1 2019.
  • 49 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2019.

Based on Kelly Financial Services's 13F filing for Q3 2019, filed 17 Jul 2024.