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Symphony Financial’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Symphony Financial’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
Q1 		– Sell
-13,794
Closed -$503K – 210
2021
Q4 		$503K Sell
13,794
-58,923
-81% -$2.48M 0.14% 116
2021
Q3 		$3.01M Buy
+72,717
New +$3.46M 1.05% 20

Other funds holding PGJ

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Symphony Financial's PGJ Position: Q1 2022 in Review

Symphony Financial sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2022, closing a stake of 13,794 shares — an estimated $503K sold.

Symphony Financial first reported a position in PGJ in Q3 2021 and held it in 2 quarters. The position peaked at $3.01M in Q3 2021. 51 funds tracked by Wall St. Rank hold PGJ as of Q1 2022.

  • Symphony Financial reported no remaining Invesco Golden Dragon China ETF position as of Q1 2022 after selling out during the quarter.
  • Symphony Financial sold 13,794 Invesco Golden Dragon China ETF shares in Q1 2022, an estimated $503K.
  • Symphony Financial first reported a position in Invesco Golden Dragon China ETF in Q3 2021 and held it in 2 quarters.
  • Symphony Financial's Invesco Golden Dragon China ETF position peaked at $3.01M in Q3 2021.
  • 51 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2022.

Based on Symphony Financial's 13F filing for Q1 2022, filed 13 May 2022.