Wealthspire Advisors (Maryland)’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-172	Closed	-$8K	–	2541
2018 Q1	$8K	Buy	172 +2	+1%	+$96	﹤0.01%	1648
2017 Q4	$8K	Hold	170	–	–	﹤0.01%	1684
2017 Q3	$7K	Sell	170 -398	-70%	-$16.7K	﹤0.01%	1695
2017 Q2	$21K	Buy	568 +169	+42%	+$6.26K	﹤0.01%	1258
2017 Q1	$14K	Hold	399	–	–	﹤0.01%	1206
2016 Q4	$11K	Buy	+399	New	+$12.5K	﹤0.01%	1202

Other funds holding PGJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PGJ Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2018, closing a stake of 172 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in PGJ in Q4 2016 and held it in 6 quarters. The position peaked at $21K in Q2 2017. 50 funds tracked by Wall St. Rank hold PGJ as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining Invesco Golden Dragon China ETF position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 172 Invesco Golden Dragon China ETF shares in Q2 2018, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in Invesco Golden Dragon China ETF in Q4 2016 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Invesco Golden Dragon China ETF position peaked at $21K in Q2 2017.
50 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.