Sowell Financial Services’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-525	Closed	-$23K	–	2081
2021 Q1	$23K	Hold	525	–	–	﹤0.01%	2003
2020 Q4	$21K	Hold	525	–	–	﹤0.01%	1726
2020 Q3	$17K	Hold	525	–	–	﹤0.01%	1634
2020 Q2	$15K	Hold	525	–	–	﹤0.01%	1553
2020 Q1	$13K	Buy	+525	New	+$19.9K	﹤0.01%	1533

Other funds holding PEJ

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return