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Sargent Bickham Lagudis’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Sargent Bickham Lagudis’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
2022
Q3 		– Sell
-162
Closed -$5K – 1091
2022
Q2 		$5K Hold
162
– – ﹤0.01% 798
2022
Q1 		$5K Hold
162
– – ﹤0.01% 798
2021
Q4 		$6K Hold
162
– – ﹤0.01% 778
2021
Q3 		$7K Hold
162
– – ﹤0.01% 773
2021
Q2 		$10K Hold
162
– – ﹤0.01% 714
2021
Q1 		$10K Hold
162
– – ﹤0.01% 700
2020
Q4 		$10K Buy
+162
New +$9.32K ﹤0.01% 661
2020
Q1 		– Sell
-220
Closed -$9K – 876
2019
Q4 		$9K Buy
+220
New +$8.54K ﹤0.01% 626

Other funds holding PGJ

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sargent Bickham Lagudis's PGJ Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2022, closing a stake of 162 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in PGJ in Q4 2019 and held it in 8 quarters. The position peaked at $10K in Q2 2021. 41 funds tracked by Wall St. Rank hold PGJ as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining Invesco Golden Dragon China ETF position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 162 Invesco Golden Dragon China ETF shares in Q3 2022, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in Invesco Golden Dragon China ETF in Q4 2019 and held it in 8 quarters.
  • Sargent Bickham Lagudis's Invesco Golden Dragon China ETF position peaked at $10K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.