SWP
PGJ icon

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

Stratos Wealth Partners’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
2018
Q4 		– Sell
-110
Closed -$4K – 2029
2018
Q3 		$4K Buy
+110
New +$4.58K ﹤0.01% 2538
2018
Q2 		– Sell
-310
Closed -$14K – 2128
2018
Q1 		$14K Hold
310
– – ﹤0.01% 2172
2017
Q4 		$14K Buy
+310
New +$13.7K ﹤0.01% 2031

Other funds holding PGJ

MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Stratos Wealth Partners's PGJ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2018, closing a stake of 110 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in PGJ in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q1 2018. 47 funds tracked by Wall St. Rank hold PGJ as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco Golden Dragon China ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 110 Invesco Golden Dragon China ETF shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in Invesco Golden Dragon China ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Invesco Golden Dragon China ETF position peaked at $14K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.