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

Future Financial 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
Q2 		– Sell
-300
Closed -$15K – 368
2022
Q1 		$15K Hold
300
– – 0.01% 394
2021
Q4 		$15K Buy
+300
New +$14.9K 0.01% 394

Other funds holding PEJ

Harel Insurance Investments & Financial Services
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Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Future Financial Wealth Management's PEJ Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2022, closing a stake of 300 shares — an estimated $15K sold.

Future Financial Wealth Management first reported a position in PEJ in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 166 funds tracked by Wall St. Rank hold PEJ as of Q2 2022.

  • Future Financial Wealth Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 300 Invesco Leisure and Entertainment ETF shares in Q2 2022, an estimated $15K.
  • Future Financial Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $15K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.