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

Congress 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
2022
Q1 		– Sell
-17,411
Closed -$853K – 630
2021
Q4 		$853K Buy
+17,411
New +$864K 0.02% 393

Other funds holding PEJ

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UBS Group
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Congress Wealth Management's PEJ Position: Q1 2022 in Review

Congress Wealth Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2022, closing a stake of 17,411 shares — an estimated $853K sold.

Congress Wealth Management first reported a position in PEJ in Q4 2021 and held it in 1 quarter. The position peaked at $853K in Q4 2021. 186 funds tracked by Wall St. Rank hold PEJ as of Q1 2022.

  • Congress Wealth Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 17,411 Invesco Leisure and Entertainment ETF shares in Q1 2022, an estimated $853K.
  • Congress Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $853K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.