IP
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Investment Partners’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Investment Partners’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
Q3 		– Sell
-7,040
Closed -$368K – 164
2021
Q2 		$368K Hold
7,040
– – 0.17% 110
2021
Q1 		$324K Hold
7,040
– – 0.16% 110
2020
Q4 		$282K Hold
7,040
– – 0.15% 118
2020
Q3 		$226K Hold
7,040
– – 0.13% 120
2020
Q2 		$205K Buy
+7,040
New +$195K 0.12% 130

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HighTower Advisors
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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PP
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Investment Partners's PEJ Position: Q3 2021 in Review

Investment Partners sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q3 2021, closing a stake of 7,040 shares — an estimated $368K sold.

Investment Partners first reported a position in PEJ in Q2 2020 and held it in 5 quarters. The position peaked at $368K in Q2 2021. 179 funds tracked by Wall St. Rank hold PEJ as of Q3 2021.

  • Investment Partners reported no remaining Invesco Leisure and Entertainment ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Partners sold 7,040 Invesco Leisure and Entertainment ETF shares in Q3 2021, an estimated $368K.
  • Investment Partners first reported a position in Invesco Leisure and Entertainment ETF in Q2 2020 and held it in 5 quarters.
  • Investment Partners's Invesco Leisure and Entertainment ETF position peaked at $368K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2021.

Based on Investment Partners's 13F filing for Q3 2021, filed 13 Oct 2021.