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Reilly Financial Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Reilly Financial 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
Q2 		– Sell
-62
Closed -$4K – 1060
2021
Q1 		$4K Buy
+62
New +$4.5K ﹤0.01% 830

Other funds holding PGJ

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
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reilly Financial Advisors's PGJ Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2021, closing a stake of 62 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in PGJ in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 48 funds tracked by Wall St. Rank hold PGJ as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 62 Invesco Golden Dragon China ETF shares in Q2 2021, an estimated $4K.
  • Reilly Financial Advisors first reported a position in Invesco Golden Dragon China ETF in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Invesco Golden Dragon China ETF position peaked at $4K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.