Winthrop Advisory Group’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Winthrop Advisory Group’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	-6,750	Closed	-$220K	–	127
2022 Q2	$220K	Buy	+6,750	New	+$191K	0.05%	107
2022 Q1	–	Sell	-6,750	Closed	-$246K	–	148
2021 Q4	$246K	Hold	6,750	–	–	0.05%	119
2021 Q3	$285K	Hold	6,750	–	–	0.06%	102
2021 Q2	$413K	Hold	6,750	–	–	0.09%	75
2021 Q1	$429K	Hold	6,750	–	–	0.11%	68
2020 Q4	$431K	Hold	6,750	–	–	0.11%	66
2020 Q3	$356K	Hold	6,750	–	–	0.11%	70
2020 Q2	$331K	Hold	6,750	–	–	0.12%	64
2020 Q1	$254K	Hold	6,750	–	–	0.1%	69
2019 Q4	$281K	Hold	6,750	–	–	0.1%	85
2019 Q3	$240K	Hold	6,750	–	–	0.1%	81
2019 Q2	$252K	Hold	6,750	–	–	0.11%	73
2019 Q1	$278K	Hold	6,750	–	–	0.12%	70
2018 Q4	$213K	Hold	6,750	–	–	0.11%	79
2018 Q3	$260K	Hold	6,750	–	–	0.15%	69
2018 Q2	$311K	Hold	6,750	–	–	0.2%	56
2018 Q1	$302K	Hold	6,750	–	–	0.21%	59
2017 Q4	$326K	Buy	+6,750	New	+$298K	0.23%	59

Other funds holding PGJ

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Winthrop Advisory Group's PGJ Position: Q3 2022 in Review

Winthrop Advisory Group sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2022, closing a stake of 6,750 shares — an estimated $220K sold.

Winthrop Advisory Group first reported a position in PGJ in Q4 2017 and held it in 18 quarters. The position peaked at $431K in Q4 2020. 41 funds tracked by Wall St. Rank hold PGJ as of Q3 2022.

Winthrop Advisory Group reported no remaining Invesco Golden Dragon China ETF position as of Q3 2022 after selling out during the quarter.
Winthrop Advisory Group sold 6,750 Invesco Golden Dragon China ETF shares in Q3 2022, an estimated $220K.
Winthrop Advisory Group first reported a position in Invesco Golden Dragon China ETF in Q4 2017 and held it in 18 quarters.
Winthrop Advisory Group's Invesco Golden Dragon China ETF position peaked at $431K in Q4 2020.
41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2022.

Based on Winthrop Advisory Group's 13F filing for Q3 2022, filed 4 Nov 2022.