Patriot Financial Group Insurance Agency’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Patriot Financial Group Insurance Agency’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	-550	Closed	-$18K	–	1512
2022 Q2	$18K	Hold	550	–	–	﹤0.01%	1044
2022 Q1	$16K	Hold	550	–	–	﹤0.01%	1183
2021 Q4	$20K	Hold	550	–	–	﹤0.01%	1227
2021 Q3	$23K	Hold	550	–	–	﹤0.01%	1161
2021 Q2	$34K	Hold	550	–	–	0.01%	973
2021 Q1	$35K	Hold	550	–	–	0.01%	897
2020 Q4	$35K	Hold	550	–	–	0.01%	800
2020 Q3	$29K	Hold	550	–	–	0.01%	682
2020 Q2	$27K	Hold	550	–	–	0.01%	668
2020 Q1	$21K	Hold	550	–	–	0.01%	653
2019 Q4	$23K	Hold	550	–	–	0.01%	650
2019 Q3	$20K	Hold	550	–	–	0.01%	655
2019 Q2	$21K	Sell	550 -147	-21%	-$5.67K	0.01%	634
2019 Q1	$28K	Hold	697	–	–	0.01%	488
2018 Q4	$22K	Buy	697 +550	+374%	+$18.6K	0.01%	452
2018 Q3	$6K	Buy	+147	New	+$6.12K	﹤0.01%	711

Other funds holding PGJ

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $4.3B AUM 21.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PGJ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2022, closing a stake of 550 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in PGJ in Q3 2018 and held it in 16 quarters. The position peaked at $35K in Q1 2021. 41 funds tracked by Wall St. Rank hold PGJ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco Golden Dragon China ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 550 Invesco Golden Dragon China ETF shares in Q3 2022, an estimated $18K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Golden Dragon China ETF in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Invesco Golden Dragon China ETF position peaked at $35K in Q1 2021.
41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.