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

MGB 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
2025
Q4 		– Sell
-1,250
Closed -$41.5K – 329
2025
Q3 		$41.5K Buy
+1,250
New +$38.2K 0.01% 273
2025
Q2 		– Sell
-12,170
Closed -$360K – 317
2025
Q1 		$360K Buy
12,170
+4,260
+54% +$122K 0.13% 152
2024
Q4 		$207K Buy
7,910
+8
+0.1% +$217 0.06% 188
2024
Q3 		$223K Sell
7,902
-983
-11% -$22.1K 0.08% 173
2024
Q2 		$212K Buy
8,885
+5,885
+196% +$149K 0.08% 181
2024
Q1 		$73.7K Buy
+3,000
New +$72.4K 0.03% 216

Other funds holding PGJ

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGB Wealth Management's PGJ Position: Q4 2025 in Review

MGB Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2025, closing a stake of 1,250 shares — an estimated $41.5K sold.

MGB Wealth Management first reported a position in PGJ in Q1 2024 and held it in 6 quarters. The position peaked at $360K in Q1 2025. 37 funds tracked by Wall St. Rank hold PGJ as of Q4 2025.

  • MGB Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 1,250 Invesco Golden Dragon China ETF shares in Q4 2025, an estimated $41.5K.
  • MGB Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q1 2024 and held it in 6 quarters.
  • MGB Wealth Management's Invesco Golden Dragon China ETF position peaked at $360K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.