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HBW Advisory Services’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

HBW Advisory Services’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
Q2 		– Sell
-28,585
Closed -$1.2M – 356
2024
Q1 		$1.2M Hold
28,585
– – 0.22% 112
2023
Q4 		$1.2M Buy
+28,585
New +$1.11M 0.22% 112

Other funds holding PEJ

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBW Advisory Services's PEJ Position: Q2 2024 in Review

HBW Advisory Services sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2024, closing a stake of 28,585 shares — an estimated $1.2M sold.

HBW Advisory Services first reported a position in PEJ in Q4 2023 and held it in 2 quarters. The position peaked at $1.2M in Q1 2024. 103 funds tracked by Wall St. Rank hold PEJ as of Q2 2024.

  • HBW Advisory Services reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2024 after selling out during the quarter.
  • HBW Advisory Services sold 28,585 Invesco Leisure and Entertainment ETF shares in Q2 2024, an estimated $1.2M.
  • HBW Advisory Services first reported a position in Invesco Leisure and Entertainment ETF in Q4 2023 and held it in 2 quarters.
  • HBW Advisory Services's Invesco Leisure and Entertainment ETF position peaked at $1.2M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.