HCA
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Heck Capital Advisors’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Heck Capital Advisors’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 		– Sell
-41,990
Closed -$2.11M – 121
2021
Q3 		$2.11M Buy
41,990
+604
+1% +$30K 0.42% 47
2021
Q2 		$2.16M Buy
41,386
+2,976
+8% +$142K 0.43% 44
2021
Q1 		$1.77M Sell
38,410
-17,668
-32% -$815K 0.39% 45
2020
Q4 		$2.24M Buy
+56,078
New +$1.97M 0.55% 36

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Morgan Stanley
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TD Asset Management
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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PP
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G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Heck Capital Advisors's PEJ Position: Q4 2021 in Review

Heck Capital Advisors sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q4 2021, closing a stake of 41,990 shares — an estimated $2.11M sold.

Heck Capital Advisors first reported a position in PEJ in Q4 2020 and held it in 4 quarters. The position peaked at $2.24M in Q4 2020. 190 funds tracked by Wall St. Rank hold PEJ as of Q4 2021.

  • Heck Capital Advisors reported no remaining Invesco Leisure and Entertainment ETF position as of Q4 2021 after selling out during the quarter.
  • Heck Capital Advisors sold 41,990 Invesco Leisure and Entertainment ETF shares in Q4 2021, an estimated $2.11M.
  • Heck Capital Advisors first reported a position in Invesco Leisure and Entertainment ETF in Q4 2020 and held it in 4 quarters.
  • Heck Capital Advisors's Invesco Leisure and Entertainment ETF position peaked at $2.24M in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2021.

Based on Heck Capital Advisors's 13F filing for Q4 2021, filed 19 May 2025.