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Pasadena Private Wealth’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Pasadena Private Wealth’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
-95,173
Closed -$3.1M – 109
2022
Q2 		$3.1M Buy
+95,173
New +$2.69M 1.06% 19

Other funds holding PGJ

APW
Axim Planning & Wealth Springboro, Ohio $71.5M AUM 22.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pasadena Private Wealth's PGJ Position: Q3 2022 in Review

Pasadena Private Wealth sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2022, closing a stake of 95,173 shares — an estimated $3.1M sold.

Pasadena Private Wealth first reported a position in PGJ in Q2 2022 and held it in 1 quarter. The position peaked at $3.1M in Q2 2022. 41 funds tracked by Wall St. Rank hold PGJ as of Q3 2022.

  • Pasadena Private Wealth reported no remaining Invesco Golden Dragon China ETF position as of Q3 2022 after selling out during the quarter.
  • Pasadena Private Wealth sold 95,173 Invesco Golden Dragon China ETF shares in Q3 2022, an estimated $3.1M.
  • Pasadena Private Wealth first reported a position in Invesco Golden Dragon China ETF in Q2 2022 and held it in 1 quarter.
  • Pasadena Private Wealth's Invesco Golden Dragon China ETF position peaked at $3.1M in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2022.

Based on Pasadena Private Wealth's 13F filing for Q3 2022, filed 18 Nov 2022.