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

LPL 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
2026
Q1 		$269K Sell
10,416
-12,532
-55% -$357K ﹤0.01% 5269
2025
Q4 		$661K Buy
22,948
+10,078
+78% +$311K ﹤0.01% 4463
2025
Q3 		$427K Sell
12,870
-3,087
-19% -$94.3K ﹤0.01% 4750
2025
Q2 		$453K Sell
15,957
-29,792
-65% -$825K ﹤0.01% 4456
2025
Q1 		$1.35M Buy
45,749
+3,977
+10% +$114K ﹤0.01% 3293
2024
Q4 		$1.09M Buy
41,772
+6,127
+17% +$166K ﹤0.01% 3423
2024
Q3 		$1M Buy
35,645
+15,310
+75% +$344K ﹤0.01% 3400
2024
Q2 		$452K Sell
20,335
-19,392
-49% -$490K ﹤0.01% 3951
2024
Q1 		$976K Sell
39,727
-18,710
-32% -$452K ﹤0.01% 3204
2023
Q4 		$1.52M Buy
58,437
+32,472
+125% +$840K ﹤0.01% 2667
2023
Q3 		$703K Sell
25,965
-15,068
-37% -$427K ﹤0.01% 3218
2023
Q2 		$1.09M Sell
41,033
-42,945
-51% -$1.15M ﹤0.01% 2772
2023
Q1 		$2.49M Buy
83,978
+74,787
+814% +$2.27M ﹤0.01% 1967
2022
Q4 		$251K Sell
9,191
-1,692
-16% -$41.2K ﹤0.01% 3804
2022
Q3 		$276K Buy
10,883
+93
+0.9% +$2.73K ﹤0.01% 3668
2022
Q2 		$352K Buy
10,790
+598
+6% +$16.9K ﹤0.01% 3493
2022
Q1 		$295K Sell
10,192
-6,945
-41% -$226K ﹤0.01% 3575
2021
Q4 		$625K Sell
17,137
-5,647
-25% -$238K ﹤0.01% 3081
2021
Q3 		$961K Sell
22,784
-2,769
-11% -$132K ﹤0.01% 2645
2021
Q2 		$1.56M Sell
25,553
-5,379
-17% -$327K ﹤0.01% 2176
2021
Q1 		$1.96M Buy
30,932
+1,901
+7% +$138K ﹤0.01% 1851
2020
Q4 		$1.85M Buy
29,031
+8,669
+43% +$499K ﹤0.01% 1718
2020
Q3 		$1.07M Sell
20,362
-3,541
-15% -$185K ﹤0.01% 1898
2020
Q2 		$1.17M Sell
23,903
-17,153
-42% -$732K ﹤0.01% 1718
2020
Q1 		$1.55M Sell
41,056
-7,775
-16% -$322K ﹤0.01% 1347
2019
Q4 		$2.03M Buy
48,831
+6,949
+17% +$270K ﹤0.01% 1349
2019
Q3 		$1.49M Sell
41,882
-5,398
-11% -$197K ﹤0.01% 1460
2019
Q2 		$1.77M Buy
47,280
+24
+0.1% +$925 ﹤0.01% 1326
2019
Q1 		$1.91M Buy
47,256
+8,094
+21% +$301K ﹤0.01% 1214
2018
Q4 		$1.24M Sell
39,162
-799
-2% -$27.1K ﹤0.01% 1369
2018
Q3 		$1.54M Sell
39,961
-16,908
-30% -$704K ﹤0.01% 1352
2018
Q2 		$2.62M Sell
56,869
-374
-0.7% -$17.6K 0.01% 979
2018
Q1 		$2.64M Sell
57,243
-4,269
-7% -$205K 0.01% 960
2017
Q4 		$2.76M Buy
61,512
+7,518
+14% +$332K 0.01% 887
2017
Q3 		$2.33M Buy
53,994
+5,592
+12% +$235K 0.01% 905
2017
Q2 		$1.83M Sell
48,402
-9,877
-17% -$366K 0.01% 1000
2017
Q1 		$2M Sell
58,279
-514
-0.9% -$16.5K 0.01% 842
2016
Q4 		$1.7M Buy
58,793
+2,887
+5% +$90.5K 0.01% 884
2016
Q3 		$1.9M Sell
55,906
-830
-1% -$25.8K 0.02% 799
2016
Q2 		$1.58M Sell
56,736
-61,555
-52% -$1.8M 0.01% 886
2016
Q1 		$3.5M Sell
118,291
-7,360
-6% -$211K 0.01% 893
2015
Q4 		$3.96M Buy
125,651
+87,276
+227% +$2.7M 0.01% 820
2015
Q3 		$1.05M Sell
38,375
-19,987
-34% -$569K 0.01% 1208
2015
Q2 		$1.82M Buy
58,362
+5,284
+10% +$178K 0.01% 962
2015
Q1 		$1.59M Sell
53,078
-5,332
-9% -$152K 0.01% 1039
2014
Q4 		$1.63M Buy
58,410
+4,167
+8% +$123K 0.01% 1012
2014
Q3 		$1.58M Sell
54,243
-7,398
-12% -$235K 0.01% 996
2014
Q2 		$1.91M Sell
61,641
-27,549
-31% -$799K 0.01% 913
2014
Q1 		$2.68M Buy
89,190
+12,882
+17% +$395K 0.02% 699
2013
Q4 		$2.31M Buy
76,308
+3,126
+4% +$91.3K 0.01% 748
2013
Q3 		$2.16M Buy
73,182
+40,983
+127% +$1.03M 0.01% 741
2013
Q2 		$677K Buy
+32,199
New +$649K ﹤0.01% 1363

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 $1.79B AUM 33.8% 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

LPL Financial's PGJ Position: Q1 2026 in Review

LPL Financial reduced its Invesco Golden Dragon China ETF (PGJ) stake by 55% in Q1 2026, selling an estimated $357K and leaving 10,416 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #5269.

LPL Financial first reported a position in PGJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.96M in Q4 2015. 37 funds tracked by Wall St. Rank hold PGJ as of Q1 2026.

  • LPL Financial held 10,416 shares of Invesco Golden Dragon China ETF worth $269K as of Q1 2026.
  • LPL Financial sold 12,532 Invesco Golden Dragon China ETF shares in Q1 2026, an estimated $357K.
  • Invesco Golden Dragon China ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5269 holding.
  • LPL Financial first reported a position in Invesco Golden Dragon China ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Invesco Golden Dragon China ETF position peaked at $3.96M in Q4 2015.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.