Guardian Wealth Advisors (North Carolina)’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q3	–	Sell	-50	Closed	-$2.27K	–	465
2024 Q2	$2.27K	Hold	50	–	–	﹤0.01%	411
2024 Q1	$2.31K	Hold	50	–	–	﹤0.01%	427
2023 Q4	$2.1K	Hold	50	–	–	﹤0.01%	413
2023 Q3	$1.92K	Hold	50	–	–	﹤0.01%	396
2023 Q2	$2.09K	Hold	50	–	–	﹤0.01%	387
2023 Q1	$2.04K	Hold	50	–	–	﹤0.01%	379
2022 Q4	$1.82K	Hold	50	–	–	﹤0.01%	352
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	325
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	335
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	242
2021 Q4	$2K	Buy	+50	New	+$2.48K	﹤0.01%	232

Other funds holding PEJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PEJ Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q3 2024, closing a stake of 50 shares — an estimated $2.27K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PEJ in Q4 2021 and held it in 11 quarters. The position peaked at $2.31K in Q1 2024. 91 funds tracked by Wall St. Rank hold PEJ as of Q3 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Leisure and Entertainment ETF position as of Q3 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 50 Invesco Leisure and Entertainment ETF shares in Q3 2024, an estimated $2.27K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Leisure and Entertainment ETF in Q4 2021 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco Leisure and Entertainment ETF position peaked at $2.31K in Q1 2024.
91 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.