Raymond James Financial’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Raymond James Financial’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
2026 Q1	$1.81M	Buy	70,234 +9,493	+16%	+$270K	﹤0.01%	3434
2025 Q4	$1.75M	Buy	60,741 +20,376	+50%	+$628K	﹤0.01%	3374
2025 Q3	$1.34M	Sell	40,365 -1,311	-3%	-$40.1K	﹤0.01%	3492
2025 Q2	$1.18M	Sell	41,676 -43,979	-51%	-$1.22M	﹤0.01%	3461
2025 Q1	$2.54M	Buy	85,655 +43,581	+104%	+$1.25M	﹤0.01%	2827
2024 Q4	$1.1M	Buy	+42,074	New	+$1.14M	﹤0.01%	3388

Other funds holding PGJ

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

IWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Raymond James Financial's PGJ Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Golden Dragon China ETF (PGJ) stake by 16% in Q1 2026, buying an estimated $270K and bringing the position to 70,234 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Raymond James Financial first reported a position in PGJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.54M in Q1 2025. 37 funds tracked by Wall St. Rank hold PGJ as of Q1 2026.

Raymond James Financial held 70,234 shares of Invesco Golden Dragon China ETF worth $1.81M as of Q1 2026.
Raymond James Financial bought 9,493 Invesco Golden Dragon China ETF shares in Q1 2026, an estimated $270K.
Invesco Golden Dragon China ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3434 holding.
Raymond James Financial first reported a position in Invesco Golden Dragon China ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Invesco Golden Dragon China ETF position peaked at $2.54M in Q1 2025.
37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.