Center for Financial Planning’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Center for Financial Planning’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 Q1	–	Sell	-167	Closed	-$8K	–	564
2021 Q4	$8K	Hold	167	–	–	﹤0.01%	405
2021 Q3	$8K	Hold	167	–	–	﹤0.01%	382
2021 Q2	$9K	Hold	167	–	–	﹤0.01%	379
2021 Q1	$8K	Buy	+167	New	+$7.71K	﹤0.01%	414

Other funds holding PEJ

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Center for Financial Planning's PEJ Position: Q1 2022 in Review

Center for Financial Planning sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2022, closing a stake of 167 shares — an estimated $8K sold.

Center for Financial Planning first reported a position in PEJ in Q1 2021 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 186 funds tracked by Wall St. Rank hold PEJ as of Q1 2022.

Center for Financial Planning reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2022 after selling out during the quarter.
Center for Financial Planning sold 167 Invesco Leisure and Entertainment ETF shares in Q1 2022, an estimated $8K.
Center for Financial Planning first reported a position in Invesco Leisure and Entertainment ETF in Q1 2021 and held it in 4 quarters.
Center for Financial Planning's Invesco Leisure and Entertainment ETF position peaked at $9K in Q2 2021.
186 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2022.

Based on Center for Financial Planning's 13F filing for Q1 2022, filed 3 May 2022.