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Rainey & Randall Wealth Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Rainey & Randall Wealth Advisors’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
2021
Q1 		– Sell
-3,177
Closed -$202K – 54
2020
Q4 		$202K Buy
+3,177
New +$183K 0.12% 48

Other funds holding PGJ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rainey & Randall Wealth Advisors's PGJ Position: Q1 2021 in Review

Rainey & Randall Wealth Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2021, closing a stake of 3,177 shares — an estimated $202K sold.

Rainey & Randall Wealth Advisors first reported a position in PGJ in Q4 2020 and held it in 1 quarter. The position peaked at $202K in Q4 2020. 55 funds tracked by Wall St. Rank hold PGJ as of Q1 2021.

  • Rainey & Randall Wealth Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q1 2021 after selling out during the quarter.
  • Rainey & Randall Wealth Advisors sold 3,177 Invesco Golden Dragon China ETF shares in Q1 2021, an estimated $202K.
  • Rainey & Randall Wealth Advisors first reported a position in Invesco Golden Dragon China ETF in Q4 2020 and held it in 1 quarter.
  • Rainey & Randall Wealth Advisors's Invesco Golden Dragon China ETF position peaked at $202K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2021.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.