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Kraematon Investment Advisors’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Kraematon Investment 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
2023
Q1 		– Sell
-5,955
Closed -$217K – 199
2022
Q4 		$217K Buy
5,955
+147
+3% +$5.5K 0.24% 77
2022
Q3 		$201K Sell
5,808
-560
-9% -$21.7K 0.26% 80
2022
Q2 		$231K Sell
6,368
-7
-0.1% -$292 0.27% 76
2022
Q1 		$311K Sell
6,375
-48
-0.7% -$2.28K 0.3% 73
2021
Q4 		$315K Buy
+6,423
New +$319K 0.28% 75

Other funds holding PEJ

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $38.8B AUM 21.88% 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

Kraematon Investment Advisors's PEJ Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2023, closing a stake of 5,955 shares — an estimated $217K sold.

Kraematon Investment Advisors first reported a position in PEJ in Q4 2021 and held it in 5 quarters. The position peaked at $315K in Q4 2021. 122 funds tracked by Wall St. Rank hold PEJ as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 5,955 Invesco Leisure and Entertainment ETF shares in Q1 2023, an estimated $217K.
  • Kraematon Investment Advisors first reported a position in Invesco Leisure and Entertainment ETF in Q4 2021 and held it in 5 quarters.
  • Kraematon Investment Advisors's Invesco Leisure and Entertainment ETF position peaked at $315K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.