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Salem Investment Counselors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-1,459
Closed -$35.9K – 1191
2024
Q1 		$35.9K Hold
1,459
– – ﹤0.01% 621
2023
Q4 		$38K Sell
1,459
-100
-6% -$2.59K ﹤0.01% 596
2023
Q3 		$42.2K Hold
1,559
– – ﹤0.01% 550
2023
Q2 		$41.5K Sell
1,559
-47
-3% -$1.26K ﹤0.01% 555
2023
Q1 		$47.7K Hold
1,606
– – ﹤0.01% 531
2022
Q4 		$43.9K Buy
+1,606
New +$39.1K ﹤0.01% 542

Other funds holding PGJ

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
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
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Salem Investment Counselors's PGJ Position: Q2 2024 in Review

Salem Investment Counselors sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2024, closing a stake of 1,459 shares — an estimated $35.9K sold.

Salem Investment Counselors first reported a position in PGJ in Q4 2022 and held it in 6 quarters. The position peaked at $47.7K in Q1 2023. 41 funds tracked by Wall St. Rank hold PGJ as of Q2 2024.

  • Salem Investment Counselors reported no remaining Invesco Golden Dragon China ETF position as of Q2 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 1,459 Invesco Golden Dragon China ETF shares in Q2 2024, an estimated $35.9K.
  • Salem Investment Counselors first reported a position in Invesco Golden Dragon China ETF in Q4 2022 and held it in 6 quarters.
  • Salem Investment Counselors's Invesco Golden Dragon China ETF position peaked at $47.7K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.