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	–	2079
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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

Sowell Financial Services's PEJ Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2021, closing a stake of 525 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in PEJ in Q1 2020 and held it in 5 quarters. The position peaked at $23K in Q1 2021. 188 funds tracked by Wall St. Rank hold PEJ as of Q2 2021.

Sowell Financial Services reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 525 Invesco Leisure and Entertainment ETF shares in Q2 2021, an estimated $23K.
Sowell Financial Services first reported a position in Invesco Leisure and Entertainment ETF in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's Invesco Leisure and Entertainment ETF position peaked at $23K in Q1 2021.
188 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.