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Kestra Investment Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-362
Closed -$9.47K – 1277
2024
Q4 		$9.47K Buy
+362
New +$9.8K ﹤0.01% 829

Other funds holding PGJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Investment Management's PGJ Position: Q1 2025 in Review

Kestra Investment Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2025, closing a stake of 362 shares — an estimated $9.47K sold.

Kestra Investment Management first reported a position in PGJ in Q4 2024 and held it in 1 quarter. The position peaked at $9.47K in Q4 2024. 38 funds tracked by Wall St. Rank hold PGJ as of Q1 2025.

  • Kestra Investment Management reported no remaining Invesco Golden Dragon China ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 362 Invesco Golden Dragon China ETF shares in Q1 2025, an estimated $9.47K.
  • Kestra Investment Management first reported a position in Invesco Golden Dragon China ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Invesco Golden Dragon China ETF position peaked at $9.47K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.