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Pacific Capital Wealth Advisors’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Pacific Capital Wealth 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
2020
Q4 		– Sell
-875
Closed -$28K – 156
2020
Q3 		$28K Buy
+875
New +$27.6K 0.02% 129

Other funds holding PEJ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Pacific Capital Wealth Advisors's PEJ Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q4 2020, closing a stake of 875 shares — an estimated $28K sold.

Pacific Capital Wealth Advisors first reported a position in PEJ in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 103 funds tracked by Wall St. Rank hold PEJ as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining Invesco Leisure and Entertainment ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 875 Invesco Leisure and Entertainment ETF shares in Q4 2020, an estimated $28K.
  • Pacific Capital Wealth Advisors first reported a position in Invesco Leisure and Entertainment ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Invesco Leisure and Entertainment ETF position peaked at $28K in Q3 2020.
  • 103 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.