CIBC Private Wealth Group
PEJ icon

CIBC Private Wealth Group’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-235
Closed -$9K – 1120
2022
Q2 		$9K Hold
235
– – ﹤0.01% 1069
2022
Q1 		$11K Buy
+235
New +$11.2K ﹤0.01% 1134
2021
Q2 		– Sell
-22,880
Closed -$1.05M – 1058
2021
Q1 		$1.05M Sell
22,880
-6,875
-23% -$317K ﹤0.01% 659
2020
Q4 		$1.19M Hold
29,755
– – ﹤0.01% 601
2020
Q3 		$867K Buy
+29,755
New +$939K ﹤0.01% 584

Other funds holding PEJ

MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
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
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

CIBC Private Wealth Group's PEJ Position: Q3 2022 in Review

CIBC Private Wealth Group sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q3 2022, closing a stake of 235 shares — an estimated $9K sold.

CIBC Private Wealth Group first reported a position in PEJ in Q3 2020 and held it in 5 quarters. The position peaked at $1.19M in Q4 2020. 139 funds tracked by Wall St. Rank hold PEJ as of Q3 2022.

  • CIBC Private Wealth Group reported no remaining Invesco Leisure and Entertainment ETF position as of Q3 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 235 Invesco Leisure and Entertainment ETF shares in Q3 2022, an estimated $9K.
  • CIBC Private Wealth Group first reported a position in Invesco Leisure and Entertainment ETF in Q3 2020 and held it in 5 quarters.
  • CIBC Private Wealth Group's Invesco Leisure and Entertainment ETF position peaked at $1.19M in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2022.

Based on CIBC Private Wealth Group's 13F filing for Q3 2022, filed 15 Nov 2022.