KW
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KWB Wealth’s Invesco Golden Dragon China ETF PGJ Stock Holding History

KWB Wealth’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
2022
Q4 		– Sell
-9,046
Closed -$230K – 123
2022
Q3 		$230K Buy
+9,046
New +$266K 0.05% 96

Other funds holding PGJ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KWB Wealth's PGJ Position: Q4 2022 in Review

KWB Wealth sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2022, closing a stake of 9,046 shares — an estimated $230K sold.

KWB Wealth first reported a position in PGJ in Q3 2022 and held it in 1 quarter. The position peaked at $230K in Q3 2022. 48 funds tracked by Wall St. Rank hold PGJ as of Q4 2022.

  • KWB Wealth reported no remaining Invesco Golden Dragon China ETF position as of Q4 2022 after selling out during the quarter.
  • KWB Wealth sold 9,046 Invesco Golden Dragon China ETF shares in Q4 2022, an estimated $230K.
  • KWB Wealth first reported a position in Invesco Golden Dragon China ETF in Q3 2022 and held it in 1 quarter.
  • KWB Wealth's Invesco Golden Dragon China ETF position peaked at $230K in Q3 2022.
  • 48 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2022.

Based on KWB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.