Winslow Evans & Crocker’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Winslow Evans & Crocker’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 Q1	–	Sell	-100	Closed	-$6K	–	1159
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	945
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	926
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	942
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	947
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	953
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	907
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	915
2018 Q1	$4.45K	Hold	100	–	–	﹤0.01%	926
2017 Q4	$4.42K	Hold	100	–	–	﹤0.01%	945
2017 Q3	$4.13K	Buy	+100	New	+$4.08K	﹤0.01%	954

Other funds holding PEJ

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

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

Bank of America

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

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return