EWM
PEJ icon

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

Executive 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
2019
Q1 		– Sell
-145
Closed -$3K – 907
2018
Q4 		$3K Buy
+145
New +$6.17K ﹤0.01% 737

Other funds holding PEJ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Executive Wealth Management's PEJ Position: Q1 2019 in Review

Executive Wealth Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2019, closing a stake of 145 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in PEJ in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 37 funds tracked by Wall St. Rank hold PEJ as of Q1 2019.

  • Executive Wealth Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 145 Invesco Leisure and Entertainment ETF shares in Q1 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $3K in Q4 2018.
  • 37 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.