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Clear Creek Financial Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Clear Creek Financial 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
-4,310
Closed -$225K – 358
2021
Q2 		$225K Buy
+4,310
New +$206K 0.03% 280

Other funds holding PEJ

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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

Clear Creek Financial Management's PEJ Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q3 2021, closing a stake of 4,310 shares — an estimated $225K sold.

Clear Creek Financial Management first reported a position in PEJ in Q2 2021 and held it in 1 quarter. The position peaked at $225K in Q2 2021. 179 funds tracked by Wall St. Rank hold PEJ as of Q3 2021.

  • Clear Creek Financial Management reported no remaining Invesco Leisure and Entertainment ETF position as of Q3 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 4,310 Invesco Leisure and Entertainment ETF shares in Q3 2021, an estimated $225K.
  • Clear Creek Financial Management first reported a position in Invesco Leisure and Entertainment ETF in Q2 2021 and held it in 1 quarter.
  • Clear Creek Financial Management's Invesco Leisure and Entertainment ETF position peaked at $225K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.