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Householder Group Estate & Retirement Specialist’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$1K Buy
+14
New +$562 ﹤0.01% 1170
2022
Q4 		– Sell
-14
Closed – – 870
2022
Q3 		$0 Buy
+14
New +$543 ﹤0.01% 1169

Other funds holding PEJ

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 $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PEJ Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Invesco Leisure and Entertainment ETF (PEJ) in Q1 2023: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1170 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in PEJ as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in PEJ in Q3 2022 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold PEJ as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 14 shares of Invesco Leisure and Entertainment ETF worth $1K as of Q1 2023.
  • Invesco Leisure and Entertainment ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Invesco Leisure and Entertainment ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1170 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco Leisure and Entertainment ETF in Q3 2022 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.