Madden Advisory Services’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Madden Advisory 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
2017 Q2	–	Sell	-1,785	Closed	-$73K	–	188
2017 Q1	$73K	Buy	+1,785	New	+$72.6K	0.05%	106
2015 Q4	–	Sell	-4,895	Closed	-$174K	–	214
2015 Q3	$174K	Sell	4,895 -150	-3%	-$5.53K	0.11%	96
2015 Q2	$184K	Buy	+5,045	New	+$187K	0.11%	95
2015 Q1	–	Sell	-5,610	Closed	-$200K	–	209
2014 Q4	$200K	Hold	5,610	–	–	0.11%	98
2014 Q3	$188K	Sell	5,610 -375	-6%	-$12.6K	0.1%	102
2014 Q2	$204K	Hold	5,985	–	–	0.1%	100
2014 Q1	$205K	Buy	5,985 +215	+4%	+$7.29K	0.11%	93
2013 Q4	$197K	Buy	5,770 +2,395	+71%	+$78.4K	0.15%	81
2013 Q3	$106K	Buy	3,375 +2,520	+295%	+$76.2K	0.09%	79
2013 Q2	$24K	Buy	+855	New	+$23.5K	0.02%	164

Other funds holding PEJ

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madden Advisory Services's PEJ Position: Q2 2017 in Review

Madden Advisory Services sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2017, closing a stake of 1,785 shares — an estimated $73K sold.

Madden Advisory Services first reported a position in PEJ in Q2 2013 and held it in 10 quarters. The position peaked at $205K in Q1 2014. 33 funds tracked by Wall St. Rank hold PEJ as of Q2 2017.

Madden Advisory Services reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 1,785 Invesco Leisure and Entertainment ETF shares in Q2 2017, an estimated $73K.
Madden Advisory Services first reported a position in Invesco Leisure and Entertainment ETF in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's Invesco Leisure and Entertainment ETF position peaked at $205K in Q1 2014.
33 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.