SWA
PGJ icon

Stratos Wealth Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Stratos Wealth 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
2022
Q3 		– Sell
-17,806
Closed -$580K – 524
2022
Q2 		$580K Buy
+17,806
New +$503K 0.05% 339

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

Stratos Wealth Advisors's PGJ Position: Q3 2022 in Review

Stratos Wealth Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2022, closing a stake of 17,806 shares — an estimated $580K sold.

Stratos Wealth Advisors first reported a position in PGJ in Q2 2022 and held it in 1 quarter. The position peaked at $580K in Q2 2022. 41 funds tracked by Wall St. Rank hold PGJ as of Q3 2022.

  • Stratos Wealth Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q3 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 17,806 Invesco Golden Dragon China ETF shares in Q3 2022, an estimated $580K.
  • Stratos Wealth Advisors first reported a position in Invesco Golden Dragon China ETF in Q2 2022 and held it in 1 quarter.
  • Stratos Wealth Advisors's Invesco Golden Dragon China ETF position peaked at $580K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2022.

Based on Stratos Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.