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Emery Howard Portfolio Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Emery Howard Portfolio 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
2021
Q4 		$1.25M Buy
25,539
+31
+0.1% +$1.54K 0.16% 22
2021
Q3 		$1.28M Buy
25,508
+5
+0% +$248 0.19% 20
2021
Q2 		$1.33M Buy
25,503
+11
+0% +$526 0.2% 20
2021
Q1 		$1.17M Buy
+25,492
New +$1.18M 0.19% 20

Other funds holding PEJ

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Emery Howard Portfolio Management's PEJ Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its Invesco Leisure and Entertainment ETF (PEJ) stake by 0.12% in Q4 2021, buying an estimated $1.54K and bringing the position to 25,539 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #22.

Emery Howard Portfolio Management first reported a position in PEJ in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.33M in Q2 2021. 190 funds tracked by Wall St. Rank hold PEJ as of Q4 2021.

  • Emery Howard Portfolio Management held 25,539 shares of Invesco Leisure and Entertainment ETF worth $1.25M as of Q4 2021.
  • Emery Howard Portfolio Management bought 31 Invesco Leisure and Entertainment ETF shares in Q4 2021, an estimated $1.54K.
  • Invesco Leisure and Entertainment ETF made up 0.16% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #22 holding.
  • Emery Howard Portfolio Management first reported a position in Invesco Leisure and Entertainment ETF in Q1 2021 and has held it in 4 quarters since.
  • Emery Howard Portfolio Management's Invesco Leisure and Entertainment ETF position peaked at $1.33M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.