Principal Financial Group
PEJ icon

Principal Financial Group’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Principal Financial Group’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
Q4 		– Sell
-18,730
Closed -$943K – 2602
2021
Q3 		$943K Sell
18,730
-451
-2% -$22.4K ﹤0.01% 2018
2021
Q2 		$1M Sell
19,181
-1,333
-6% -$63.7K ﹤0.01% 2039
2021
Q1 		$943K Sell
20,514
-802
-4% -$37K ﹤0.01% 2003
2020
Q4 		$853K Sell
21,316
-956
-4% -$33.6K ﹤0.01% 1976
2020
Q3 		$715K Sell
22,272
-846
-4% -$26.7K ﹤0.01% 1937
2020
Q2 		$674K Buy
+23,118
New +$641K ﹤0.01% 1902

Other funds holding PEJ

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Principal Financial Group's PEJ Position: Q4 2021 in Review

Principal Financial Group sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q4 2021, closing a stake of 18,730 shares — an estimated $943K sold.

Principal Financial Group first reported a position in PEJ in Q2 2020 and held it in 6 quarters. The position peaked at $1M in Q2 2021. 190 funds tracked by Wall St. Rank hold PEJ as of Q4 2021.

  • Principal Financial Group reported no remaining Invesco Leisure and Entertainment ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 18,730 Invesco Leisure and Entertainment ETF shares in Q4 2021, an estimated $943K.
  • Principal Financial Group first reported a position in Invesco Leisure and Entertainment ETF in Q2 2020 and held it in 6 quarters.
  • Principal Financial Group's Invesco Leisure and Entertainment ETF position peaked at $1M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.