Invesco Golden Dragon China (PGJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

DECREASED

Shares10,982 from 11,127

Change-145 (-1%)

Value$241.0K (-$10.2K)

Filed 2026-11-02

Pacific Center for Financial Services

UNCHANGED

Shares5,080 from 5,080

Change0 (0%)

Value$111.5K (-$3.2K)

Filed 2026-10-15

US Bancorp \de\

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$21.9K (-$630)

Filed 2026-11-05

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares775 from 775

Change0 (0%)

Value$17.0K (+$17.0K)

Filed 2026-11-04

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares555 from 555

Change0 (0%)

Value$12.2K (-$349)

Filed 2026-11-03

Main Street Group, LTD

UNCHANGED

Shares362 from 362

Change0 (0%)

Value$7.9K (-$227)

Filed 2026-10-28

TD Waterhouse Canada Inc.

NEW

Shares250

Change+250

Value$5.4K

Filed 2026-10-16

IFP Advisors, Inc

UNCHANGED

Shares243 from 243

Change0 (0%)

Value$5.3K (-$154)

Filed 2026-10-16

Laurel Wealth Advisors LLC

NEW

Shares100

Change+100

Value$2.2K

Filed 2026-10-27

Spire Wealth Management

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$1.1K (-$32)

Filed 2026-10-30

Avestar Capital, LLC

CLOSED

Shares0 from 33,290

Change-33,290 (-100%)

Value$0 (-$751.4K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 8,705

Change-8,705 (-100%)

Value$0 (-$205.8K)

Filed 2026-10-13

BNP Paribas Financial Markets

N/A

Shares— from 80,000

Change-80,000 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 72,725

Change-72,725 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 41,136

Change-41,136 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 40,806

Change-40,806 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 38,073

Change-38,073 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 37,654

Change-37,654 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 32,280

Change-32,280 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 18,691

Change-18,691 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17,945

Change-17,945 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 15,478

Change-15,478 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,999

Change-10,999 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 9,796

Change-9,796 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,127

Change-9,127 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 3,743

Change-3,743 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,749

Change-2,749 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,650

Change-1,650 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,576

Change-1,576 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,530

Change-1,530 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 849

Change-849 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 541

Change-541 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 330

Change-330 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 200

Change-200 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 192

Change-192 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 170

Change-170 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 60

Change-60 (-100%)

Value—

Blair William & Co

N/A

Shares— from 50

Change-50 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	10,982	11,127	-145	-1%	$251.1K	$241.0K	-$10.2K	2026-11-02
Pacific Center for Financial Services	UNCHANGED	5,080	5,080	0	0%	$114.7K	$111.5K	-$3.2K	2026-10-15
US Bancorp \de\	UNCHANGED	1,000	1,000	0	0%	$22.6K	$21.9K	-$630	2026-11-05
Hazlett, Burt & Watson, Inc.	UNCHANGED	775	775	0	0%	$17	$17.0K	+$17.0K	2026-11-04
Ashton Thomas Private Wealth, LLC	UNCHANGED	555	555	0	0%	$12.5K	$12.2K	-$349	2026-11-03
Main Street Group, LTD	UNCHANGED	362	362	0	0%	$8.2K	$7.9K	-$227	2026-10-28
TD Waterhouse Canada Inc.	NEW	250	—	+250	—	—	$5.4K	—	2026-10-16
IFP Advisors, Inc	UNCHANGED	243	243	0	0%	$5.5K	$5.3K	-$154	2026-10-16
Laurel Wealth Advisors LLC	NEW	100	—	+100	—	—	$2.2K	—	2026-10-27
Spire Wealth Management	UNCHANGED	51	51	0	0%	$1.2K	$1.1K	-$32	2026-10-30
Avestar Capital, LLC	CLOSED	0	33,290	-33,290	-100%	$751.4K	$0	-$751.4K	2026-10-28
Wealth Enhancement Advisory Services, LLC	CLOSED	0	8,705	-8,705	-100%	$205.8K	$0	-$205.8K	2026-10-13
BNP Paribas Financial Markets	N/A	—	80,000	-80,000	-100%	$1.8M	—	—	—
Virtu Financial LLC	N/A	—	72,725	-72,725	-100%	$1.6M	—	—	—
IHT Wealth Management, LLC	N/A	—	41,136	-41,136	-100%	$928.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	40,806	-40,806	-100%	$921.0K	—	—	—
Raymond James Financial Inc	N/A	—	38,073	-38,073	-100%	$859.3K	—	—	—
Morgan Stanley	N/A	—	37,654	-37,654	-100%	$849.9K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	32,280	-32,280	-100%	$728.6K	—	—	—
MML Investors Services, LLC	N/A	—	18,691	-18,691	-100%	$421.9K	—	—	—
Wells Fargo & Company	N/A	—	17,945	-17,945	-100%	$405.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	15,478	-15,478	-100%	$349.3K	—	—	—
UBS Group AG	N/A	—	10,999	-10,999	-100%	$248.2K	—	—	—
LPL Financial LLC	N/A	—	9,796	-9,796	-100%	$221.1K	—	—	—
Citadel Advisors LLC	N/A	—	9,127	-9,127	-100%	$206.0K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	3,743	-3,743	-100%	$84.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,749	-2,749	-100%	$60.8K	—	—	—
Royal Bank of Canada	N/A	—	1,650	-1,650	-100%	$37.0K	—	—	—
FMR LLC	N/A	—	1,576	-1,576	-100%	$35.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,530	-1,530	-100%	$34.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	849	-849	-100%	$19.2K	—	—	—
BlackRock, Inc.	N/A	—	541	-541	-100%	$12.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	330	-330	-100%	$7.5K	—	—	—
Bank of Montreal	N/A	—	200	-200	-100%	$6.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	192	-192	-100%	$4.3K	—	—	—
National Bank of Canada	N/A	—	170	-170	-100%	$3.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	60	-60	-100%	$1.4K	—	—	—
Blair William & Co	N/A	—	50	-50	-100%	$1.1K	—	—	—

Showing 38 of 38 institutions