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MAI Capital Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-1,189
Closed -$30.7K – 3976
2026
Q1 		$30.7K Hold
1,189
– – ﹤0.01% 2546
2025
Q4 		$34.3K Buy
+1,189
New +$36.7K ﹤0.01% 2227

Other funds holding PGJ

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $32.7B AUM 35.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAI Capital Management's PGJ Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2026, closing a stake of 1,189 shares — an estimated $30.7K sold.

MAI Capital Management first reported a position in PGJ in Q4 2025 and held it in 2 quarters. The position peaked at $34.3K in Q4 2025. 36 funds tracked by Wall St. Rank hold PGJ as of Q2 2026.

  • MAI Capital Management reported no remaining Invesco Golden Dragon China ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,189 Invesco Golden Dragon China ETF shares in Q2 2026, an estimated $30.7K.
  • MAI Capital Management first reported a position in Invesco Golden Dragon China ETF in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Invesco Golden Dragon China ETF position peaked at $34.3K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.