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Laurel Wealth Advisors (North Carolina)’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-100
Closed -$2.88K – 503
2025
Q4 		$2.88K Buy
+100
New +$3.08K ﹤0.01% 588
2025
Q2 		– Sell
-100
Closed -$2.96K – 528
2025
Q1 		$2.96K Buy
+100
New +$2.87K ﹤0.01% 580

Other funds holding PGJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PGJ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2026, closing a stake of 100 shares — an estimated $2.88K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PGJ in Q1 2025 and held it in 2 quarters. The position peaked at $2.96K in Q1 2025. 37 funds tracked by Wall St. Rank hold PGJ as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco Golden Dragon China ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Invesco Golden Dragon China ETF shares in Q1 2026, an estimated $2.88K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco Golden Dragon China ETF in Q1 2025 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Invesco Golden Dragon China ETF position peaked at $2.96K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.