PWM
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PRW Wealth Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

PRW 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
2021
Q3 		– Sell
-7,426
Closed -$388K – 233
2021
Q2 		$388K Buy
+7,426
New +$355K 0.11% 181

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HighTower Advisors
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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Prudential plc
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PRW Wealth Management's PEJ Position: Q3 2021 in Review

PRW Wealth Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q3 2021, closing a stake of 7,426 shares — an estimated $388K sold.

PRW Wealth Management first reported a position in PEJ in Q2 2021 and held it in 1 quarter. The position peaked at $388K in Q2 2021. 179 funds tracked by Wall St. Rank hold PEJ as of Q3 2021.

  • PRW Wealth Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 7,426 Invesco Leisure and Entertainment ETF shares in Q3 2021, an estimated $388K.
  • PRW Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $388K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.