AWM
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Activest Wealth Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Activest Wealth Management’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-750
Closed -$27.3K – 483
2022
Q4 		$27.3K Hold
750
– – 0.01% 230
2022
Q3 		$26K Buy
+750
New +$29.1K 0.01% 227

Other funds holding PEJ

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Activest Wealth Management's PEJ Position: Q1 2023 in Review

Activest Wealth Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2023, closing a stake of 750 shares — an estimated $27.3K sold.

Activest Wealth Management first reported a position in PEJ in Q3 2022 and held it in 2 quarters. The position peaked at $27.3K in Q4 2022. 122 funds tracked by Wall St. Rank hold PEJ as of Q1 2023.

  • Activest Wealth Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 750 Invesco Leisure and Entertainment ETF shares in Q1 2023, an estimated $27.3K.
  • Activest Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $27.3K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.