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Stapp Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Stapp Wealth Management’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
Q4 		– Sell
-31
Closed -$1K – 84
2022
Q3 		$1K Buy
+31
New +$911 ﹤0.01% 107

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IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
SCM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stapp Wealth Management's PGJ Position: Q4 2022 in Review

Stapp Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2022, closing a stake of 31 shares — an estimated $1K sold.

Stapp Wealth Management first reported a position in PGJ in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 48 funds tracked by Wall St. Rank hold PGJ as of Q4 2022.

  • Stapp Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 31 Invesco Golden Dragon China ETF shares in Q4 2022, an estimated $1K.
  • Stapp Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Invesco Golden Dragon China ETF position peaked at $1K in Q3 2022.
  • 48 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.