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

Institute for 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
2020 Q1	–	Sell	-300	Closed	-$14K	–	588
2019 Q4	$14K	Buy	+300	New	+$12.9K	﹤0.01%	584

Other funds holding PEJ

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Institute for Wealth Management's PEJ Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2020, closing a stake of 300 shares — an estimated $14K sold.

Institute for Wealth Management first reported a position in PEJ in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 32 funds tracked by Wall St. Rank hold PEJ as of Q1 2020.

Institute for Wealth Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 300 Invesco Leisure and Entertainment ETF shares in Q1 2020, an estimated $14K.
Institute for Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $14K in Q4 2019.
32 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.