Destiny Wealth Partners’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Destiny Wealth Partners’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	-331	Closed	-$12.1K	–	500
2022 Q4	$12.1K	Sell	331 -83,048	-100%	-$3.11M	﹤0.01%	459
2022 Q3	$2.89M	Buy	83,379 +4,190	+5%	+$162K	0.65%	52
2022 Q2	$2.87M	Buy	79,189 +2,538	+3%	+$106K	0.63%	50
2022 Q1	$3.74M	Buy	76,651 +76,265	+19,758%	+$3.62M	0.73%	44
2021 Q4	$19K	Buy	+386	New	+$19.2K	﹤0.01%	395

Other funds holding PEJ

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Destiny Wealth Partners's PEJ Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2023, closing a stake of 331 shares — an estimated $12.1K sold.

Destiny Wealth Partners first reported a position in PEJ in Q4 2021 and held it in 5 quarters. The position peaked at $3.74M in Q1 2022. 122 funds tracked by Wall St. Rank hold PEJ as of Q1 2023.

Destiny Wealth Partners reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 331 Invesco Leisure and Entertainment ETF shares in Q1 2023, an estimated $12.1K.
Destiny Wealth Partners first reported a position in Invesco Leisure and Entertainment ETF in Q4 2021 and held it in 5 quarters.
Destiny Wealth Partners's Invesco Leisure and Entertainment ETF position peaked at $3.74M in Q1 2022.
122 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.