Steward Partners Investment Advisory’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$4.33K	Hold	192	–	–	﹤0.01%	4022
2026 Q1	$4.96K	Hold	192	–	–	﹤0.01%	3799
2025 Q4	$5.53K	Hold	192	–	–	﹤0.01%	3665
2025 Q3	$6.37K	Hold	192	–	–	﹤0.01%	3572
2025 Q2	$5.45K	Sell	192 -8	-4%	-$221	﹤0.01%	3451
2025 Q1	$5.92K	Hold	200	–	–	﹤0.01%	3324
2024 Q4	$5.23K	Hold	200	–	–	﹤0.01%	3347
2024 Q3	$5.64K	Sell	200 -209	-51%	-$4.69K	﹤0.01%	3148
2024 Q2	$9.1K	Buy	409 +209	+105%	+$5.28K	﹤0.01%	2850
2024 Q1	$4.92K	Hold	200	–	–	﹤0.01%	3054
2023 Q4	$5.21K	Hold	200	–	–	﹤0.01%	2943
2023 Q3	$5.41K	Hold	200	–	–	﹤0.01%	2796
2023 Q2	$5.33K	Hold	200	–	–	﹤0.01%	2773
2023 Q1	$5.94K	Hold	200	–	–	﹤0.01%	2727
2022 Q4	$5.47K	Hold	200	–	–	﹤0.01%	2745
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	2776
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	2650
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	2839
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	2731
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	2681
2021 Q2	$12K	Hold	200	–	–	﹤0.01%	5726
2021 Q1	$12.7K	Hold	200	–	–	﹤0.01%	2676
2020 Q4	$13K	Hold	200	–	–	﹤0.01%	2218
2020 Q3	$11K	Hold	200	–	–	﹤0.01%	2110
2020 Q2	$10K	Sell	200 -5,076	-96%	-$217K	﹤0.01%	2046
2020 Q1	$198K	Buy	5,276 +1	+0%	+$41	0.01%	796
2019 Q4	$219K	Sell	5,275 -1,975	-27%	-$76.7K	0.01%	852
2019 Q3	$258K	Buy	7,250 +75	+1%	+$2.74K	0.01%	764
2019 Q2	$268K	Buy	7,175 +1,600	+29%	+$61.7K	0.01%	726
2019 Q1	$225K	Buy	+5,575	New	+$207K	0.01%	712
2018 Q4	–	Sell	-200	Closed	-$8K	–	1747
2018 Q3	$8K	Buy	+200	New	+$8.32K	﹤0.01%	1973

Other funds holding PGJ

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory's PGJ Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco Golden Dragon China ETF (PGJ) position steady in Q2 2026 at 192 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #4022.

Steward Partners Investment Advisory first reported a position in PGJ in Q3 2018 and has held it in 31 quarters since. The position peaked at $268K in Q2 2019. 36 funds tracked by Wall St. Rank hold PGJ as of Q2 2026.

Steward Partners Investment Advisory held 192 shares of Invesco Golden Dragon China ETF worth $4.33K as of Q2 2026.
Steward Partners Investment Advisory left its Invesco Golden Dragon China ETF share count unchanged in Q2 2026.
Invesco Golden Dragon China ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4022 holding.
Steward Partners Investment Advisory first reported a position in Invesco Golden Dragon China ETF in Q3 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's Invesco Golden Dragon China ETF position peaked at $268K in Q2 2019.
36 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.