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

DecisionPoint 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
2023
Q1 		– Sell
-1
Closed -$37 – 218
2022
Q4 		$37 Buy
+1
New +$37 ﹤0.01% 188

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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

DecisionPoint Financial's PEJ Position: Q1 2023 in Review

DecisionPoint Financial sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2023, closing a stake of 1 share — an estimated $37 sold.

DecisionPoint Financial first reported a position in PEJ in Q4 2022 and held it in 1 quarter. The position peaked at $37 in Q4 2022. 122 funds tracked by Wall St. Rank hold PEJ as of Q1 2023.

  • DecisionPoint Financial reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2023 after selling out during the quarter.
  • DecisionPoint Financial sold 1 Invesco Leisure and Entertainment ETF share in Q1 2023, an estimated $37.
  • DecisionPoint Financial first reported a position in Invesco Leisure and Entertainment ETF in Q4 2022 and held it in 1 quarter.
  • DecisionPoint Financial's Invesco Leisure and Entertainment ETF position peaked at $37 in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2023.

Based on DecisionPoint Financial's 13F filing for Q1 2023, filed 26 Sep 2023.