HWM
PEJ icon

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

Horizon 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
-10,844
Closed -$529K – 116
2022
Q1 		$529K Buy
10,844
+609
+6% +$28.9K 0.16% 55
2021
Q4 		$501K Buy
+10,235
New +$508K 0.15% 58

Other funds holding PEJ

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Wealth Management's PEJ Position: Q2 2022 in Review

Horizon Wealth Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2022, closing a stake of 10,844 shares — an estimated $529K sold.

Horizon Wealth Management first reported a position in PEJ in Q4 2021 and held it in 2 quarters. The position peaked at $529K in Q1 2022. 166 funds tracked by Wall St. Rank hold PEJ as of Q2 2022.

  • Horizon Wealth Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 10,844 Invesco Leisure and Entertainment ETF shares in Q2 2022, an estimated $529K.
  • Horizon Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q4 2021 and held it in 2 quarters.
  • Horizon Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $529K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2022.

Based on Horizon Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.