WWMSC
PGJ icon

Wagner Wealth Management (South Carolina)’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Wagner Wealth Management (South Carolina)’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
2023
Q1 		– Sell
-65
Closed -$1.78K – 234
2022
Q4 		$1.78K Hold
65
– – ﹤0.01% 211
2022
Q3 		$2K Hold
65
– – ﹤0.01% 617
2022
Q2 		$2K Hold
65
– – ﹤0.01% 629
2022
Q1 		$2K Hold
65
– – ﹤0.01% 198
2021
Q4 		$2K Hold
65
– – ﹤0.01% 635
2021
Q3 		$3K Sell
65
-165
-72% -$7.86K ﹤0.01% 587
2021
Q2 		$14K Buy
230
+165
+254% +$10K 0.01% 442
2021
Q1 		$4K Buy
+65
New +$4.71K ﹤0.01% 572

Other funds holding PGJ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 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

Wagner Wealth Management (South Carolina)'s PGJ Position: Q1 2023 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2023, closing a stake of 65 shares — an estimated $1.78K sold.

Wagner Wealth Management (South Carolina) first reported a position in PGJ in Q1 2021 and held it in 8 quarters. The position peaked at $14K in Q2 2021. 47 funds tracked by Wall St. Rank hold PGJ as of Q1 2023.

  • Wagner Wealth Management (South Carolina) reported no remaining Invesco Golden Dragon China ETF position as of Q1 2023 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 65 Invesco Golden Dragon China ETF shares in Q1 2023, an estimated $1.78K.
  • Wagner Wealth Management (South Carolina) first reported a position in Invesco Golden Dragon China ETF in Q1 2021 and held it in 8 quarters.
  • Wagner Wealth Management (South Carolina)'s Invesco Golden Dragon China ETF position peaked at $14K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2023.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2023, filed 17 May 2023.