PP
PEJ icon

Professional Planning’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Professional Planning’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 		$202K Sell
4,013
-1,499
-27% -$74.4K 0.1% 123
2021
Q2 		$288K Buy
5,512
+370
+7% +$17.7K 0.13% 109
2021
Q1 		$236K Buy
+5,142
New +$237K 0.12% 110

Other funds holding PEJ

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Professional Planning's PEJ Position: Q3 2021 in Review

Professional Planning reduced its Invesco Leisure and Entertainment ETF (PEJ) stake by 27% in Q3 2021, selling an estimated $74.4K and leaving 4,013 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #123.

Professional Planning first reported a position in PEJ in Q1 2021 and has held it in 3 quarters since. The position peaked at $288K in Q2 2021. 179 funds tracked by Wall St. Rank hold PEJ as of Q3 2021.

  • Professional Planning held 4,013 shares of Invesco Leisure and Entertainment ETF worth $202K as of Q3 2021.
  • Professional Planning sold 1,499 Invesco Leisure and Entertainment ETF shares in Q3 2021, an estimated $74.4K.
  • Invesco Leisure and Entertainment ETF made up 0.1% of Professional Planning's portfolio in Q3 2021, its #123 holding.
  • Professional Planning first reported a position in Invesco Leisure and Entertainment ETF in Q1 2021 and has held it in 3 quarters since.
  • Professional Planning's Invesco Leisure and Entertainment ETF position peaked at $288K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.