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Van Hulzen Asset Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-200
Closed -$10.4K – 870
2024
Q4 		$10.4K Buy
+200
New +$10.3K ﹤0.01% 768

Other funds holding PEJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Van Hulzen Asset Management's PEJ Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2025, closing a stake of 200 shares — an estimated $10.4K sold.

Van Hulzen Asset Management first reported a position in PEJ in Q4 2024 and held it in 1 quarter. The position peaked at $10.4K in Q4 2024. 93 funds tracked by Wall St. Rank hold PEJ as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 200 Invesco Leisure and Entertainment ETF shares in Q1 2025, an estimated $10.4K.
  • Van Hulzen Asset Management first reported a position in Invesco Leisure and Entertainment ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Invesco Leisure and Entertainment ETF position peaked at $10.4K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.