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

Northwestern Mutual 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 Q2	–	Sell	-500	Closed	-$14.8K	–	3923
2025 Q1	$14.8K	Buy	+500	New	+$14.4K	﹤0.01%	2613
2024 Q2	–	Sell	-232	Closed	-$5.7K	–	3738
2024 Q1	$5.7K	Hold	232	–	–	﹤0.01%	2806
2023 Q4	$6.04K	Hold	232	–	–	﹤0.01%	2806
2023 Q3	$6.28K	Hold	232	–	–	﹤0.01%	2688
2023 Q2	$6.18K	Hold	232	–	–	﹤0.01%	2721
2023 Q1	$6.89K	Buy	+232	New	+$7.06K	﹤0.01%	2640
2022 Q3	–	Sell	-1,020	Closed	-$33K	–	3319
2022 Q2	$33K	Sell	1,020 -2,347	-70%	-$66.3K	﹤0.01%	2052
2022 Q1	$98K	Buy	+3,367	New	+$109K	﹤0.01%	1717
2021 Q4	–	Sell	-503	Closed	-$21K	–	3282
2021 Q3	$21K	Buy	+503	New	+$23.9K	﹤0.01%	2205

Other funds holding PGJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's PGJ Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2025, closing a stake of 500 shares — an estimated $14.8K sold.

Northwestern Mutual Wealth Management first reported a position in PGJ in Q3 2021 and held it in 9 quarters. The position peaked at $98K in Q1 2022. 39 funds tracked by Wall St. Rank hold PGJ as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 500 Invesco Golden Dragon China ETF shares in Q2 2025, an estimated $14.8K.
Northwestern Mutual Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q3 2021 and held it in 9 quarters.
Northwestern Mutual Wealth Management's Invesco Golden Dragon China ETF position peaked at $98K in Q1 2022.
39 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.