AF
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Apexium Financial’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Apexium Financial’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
2022
Q4 		– Sell
-6,223
Closed -$216K – 207
2022
Q3 		$216K Buy
+6,223
New +$241K 0.03% 181

Other funds holding PEJ

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential plc
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Apexium Financial's PEJ Position: Q4 2022 in Review

Apexium Financial sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q4 2022, closing a stake of 6,223 shares — an estimated $216K sold.

Apexium Financial first reported a position in PEJ in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 128 funds tracked by Wall St. Rank hold PEJ as of Q4 2022.

  • Apexium Financial reported no remaining Invesco Leisure and Entertainment ETF position as of Q4 2022 after selling out during the quarter.
  • Apexium Financial sold 6,223 Invesco Leisure and Entertainment ETF shares in Q4 2022, an estimated $216K.
  • Apexium Financial first reported a position in Invesco Leisure and Entertainment ETF in Q3 2022 and held it in 1 quarter.
  • Apexium Financial's Invesco Leisure and Entertainment ETF position peaked at $216K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2022.

Based on Apexium Financial's 13F filing for Q4 2022, filed 14 Feb 2023.