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Realta Investment Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-140
Closed -$3.12K – 649
2024
Q2 		$3.12K Sell
140
-4,100
-97% -$104K ﹤0.01% 750
2024
Q1 		$104K Buy
+4,240
New +$102K 0.02% 476

Other funds holding PGJ

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Realta Investment Advisors's PGJ Position: Q3 2024 in Review

Realta Investment Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2024, closing a stake of 140 shares — an estimated $3.12K sold.

Realta Investment Advisors first reported a position in PGJ in Q1 2024 and held it in 2 quarters. The position peaked at $104K in Q1 2024. 38 funds tracked by Wall St. Rank hold PGJ as of Q3 2024.

  • Realta Investment Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 140 Invesco Golden Dragon China ETF shares in Q3 2024, an estimated $3.12K.
  • Realta Investment Advisors first reported a position in Invesco Golden Dragon China ETF in Q1 2024 and held it in 2 quarters.
  • Realta Investment Advisors's Invesco Golden Dragon China ETF position peaked at $104K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.