MWM
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Merriman Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Merriman Wealth 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
2022
Q3 		– Sell
-22,468
Closed -$732K – 188
2022
Q2 		$732K Buy
+22,468
New +$634K 0.05% 83
2022
Q1 		– Sell
-15,283
Closed -$558K – 223
2021
Q4 		$558K Buy
+15,283
New +$643K 0.04% 142

Other funds holding PGJ

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Merriman Wealth Management's PGJ Position: Q3 2022 in Review

Merriman Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2022, closing a stake of 22,468 shares — an estimated $732K sold.

Merriman Wealth Management first reported a position in PGJ in Q4 2021 and held it in 2 quarters. The position peaked at $732K in Q2 2022. 41 funds tracked by Wall St. Rank hold PGJ as of Q3 2022.

  • Merriman Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q3 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 22,468 Invesco Golden Dragon China ETF shares in Q3 2022, an estimated $732K.
  • Merriman Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q4 2021 and held it in 2 quarters.
  • Merriman Wealth Management's Invesco Golden Dragon China ETF position peaked at $732K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2022.

Based on Merriman Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.