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Crewe Advisors’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Crewe Advisors’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
2024
Q2 		– Sell
-30
Closed -$1.39K – 1017
2024
Q1 		$1.39K Hold
30
– – ﹤0.01% 868
2023
Q4 		$1.26K Hold
30
– – ﹤0.01% 311
2023
Q3 		$1.15K Hold
30
– – ﹤0.01% 352
2023
Q2 		$1.25K Hold
30
– – ﹤0.01% 560
2023
Q1 		$1.22K Hold
30
– – ﹤0.01% 744
2022
Q4 		$1.09K Hold
30
– – ﹤0.01% 917
2022
Q3 		$1K Buy
+30
New +$1.16K ﹤0.01% 1179

Other funds holding PEJ

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crewe Advisors's PEJ Position: Q2 2024 in Review

Crewe Advisors sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2024, closing a stake of 30 shares — an estimated $1.39K sold.

Crewe Advisors first reported a position in PEJ in Q3 2022 and held it in 7 quarters. The position peaked at $1.39K in Q1 2024. 103 funds tracked by Wall St. Rank hold PEJ as of Q2 2024.

  • Crewe Advisors reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2024 after selling out during the quarter.
  • Crewe Advisors sold 30 Invesco Leisure and Entertainment ETF shares in Q2 2024, an estimated $1.39K.
  • Crewe Advisors first reported a position in Invesco Leisure and Entertainment ETF in Q3 2022 and held it in 7 quarters.
  • Crewe Advisors's Invesco Leisure and Entertainment ETF position peaked at $1.39K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.