Advocacy Wealth Management Services’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Advocacy Wealth Management Services’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
2019 Q1	–	Sell	-200	Closed	-$8K	–	165
2018 Q4	$8K	Hold	200	–	–	0.01%	129
2018 Q3	$9K	Hold	200	–	–	0.01%	137
2018 Q2	$9K	Hold	200	–	–	0.01%	136
2018 Q1	$9K	Hold	200	–	–	0.01%	151
2017 Q4	$9K	Hold	200	–	–	0.01%	168
2017 Q3	$8K	Hold	200	–	–	﹤0.01%	211
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	207
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	232
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	221
2016 Q3	$7K	Hold	200	–	–	﹤0.01%	295
2016 Q2	$7K	Hold	200	–	–	﹤0.01%	322
2016 Q1	$7K	Hold	200	–	–	﹤0.01%	390
2015 Q4	$7K	Buy	+200	New	+$7.51K	0.01%	394

Other funds holding PEJ

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Advocacy Wealth Management Services's PEJ Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2019, closing a stake of 200 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in PEJ in Q4 2015 and held it in 13 quarters. The position peaked at $9K in Q3 2018. 37 funds tracked by Wall St. Rank hold PEJ as of Q1 2019.

Advocacy Wealth Management Services reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 200 Invesco Leisure and Entertainment ETF shares in Q1 2019, an estimated $8K.
Advocacy Wealth Management Services first reported a position in Invesco Leisure and Entertainment ETF in Q4 2015 and held it in 13 quarters.
Advocacy Wealth Management Services's Invesco Leisure and Entertainment ETF position peaked at $9K in Q3 2018.
37 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.