KF
PGJ icon

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

KKM Financial’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
Q4 		– Sell
-8,729
Closed -$246K – 157
2024
Q3 		$246K Sell
8,729
-4,471
-34% -$100K 0.12% 130
2024
Q2 		$294K Buy
13,200
+1,078
+9% +$27.2K 0.14% 125
2024
Q1 		$298K Buy
+12,122
New +$293K 0.15% 122

Other funds holding PGJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

KKM Financial's PGJ Position: Q4 2024 in Review

KKM Financial sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2024, closing a stake of 8,729 shares — an estimated $246K sold.

KKM Financial first reported a position in PGJ in Q1 2024 and held it in 3 quarters. The position peaked at $298K in Q1 2024. 42 funds tracked by Wall St. Rank hold PGJ as of Q4 2024.

  • KKM Financial reported no remaining Invesco Golden Dragon China ETF position as of Q4 2024 after selling out during the quarter.
  • KKM Financial sold 8,729 Invesco Golden Dragon China ETF shares in Q4 2024, an estimated $246K.
  • KKM Financial first reported a position in Invesco Golden Dragon China ETF in Q1 2024 and held it in 3 quarters.
  • KKM Financial's Invesco Golden Dragon China ETF position peaked at $298K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2024.

Based on KKM Financial's 13F filing for Q4 2024, filed 14 Feb 2025.