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WA
WFG Advisors’s
Invesco Leisure and Entertainment ETF
PEJ
Stock Holding History
WFG Advisors’s Portfolio
PEJ Stock Details
PEJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q4
–
Sell
-129
Closed
-$5K
–
1644
2015
Q3
$5K
Hold
129
–
–
﹤0.01%
1266
2015
Q2
$5K
Hold
129
–
–
﹤0.01%
1352
2015
Q1
$5K
Sell
129
-171
-57%
-$6.35K
﹤0.01%
1373
2014
Q4
$11K
Sell
300
-25,482
-99%
-$863K
﹤0.01%
1421
2014
Q3
$862K
Buy
25,782
+1,417
+6%
+$47.6K
0.16%
155
2014
Q2
$830K
Sell
24,365
-1,275
-5%
-$42K
0.15%
164
2014
Q1
$876K
Buy
25,640
+289
+1%
+$9.8K
0.18%
139
2013
Q4
$865K
Buy
25,351
+3,867
+18%
+$127K
0.12%
197
2013
Q3
$676K
Sell
21,484
-981
-4%
-$29.7K
0.1%
225
2013
Q2
$628K
Buy
+22,465
New
+$619K
0.1%
225
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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