Anchor Investment Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Anchor Investment Management’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
2026 Q1	$8.73K	Sell	151 -7	-4%	-$421	﹤0.01%	835
2025 Q4	$9.71K	Hold	158	–	–	﹤0.01%	815
2025 Q3	$9.58K	Hold	158	–	–	﹤0.01%	819
2025 Q2	$8.99K	Hold	158	–	–	﹤0.01%	815
2025 Q1	$7.69K	Hold	158	–	–	﹤0.01%	834
2024 Q4	$8.25K	Sell	158 -100	-39%	-$5.14K	﹤0.01%	827
2024 Q3	$12.3K	Hold	258	–	–	﹤0.01%	753
2024 Q2	$11.7K	Hold	258	–	–	﹤0.01%	724
2024 Q1	$11.9K	Hold	258	–	–	﹤0.01%	750
2023 Q4	$10.8K	Hold	258	–	–	﹤0.01%	733
2023 Q3	$9.89K	Hold	258	–	–	﹤0.01%	746
2023 Q2	$10.8K	Hold	258	–	–	﹤0.01%	727
2023 Q1	$10.5K	Hold	258	–	–	﹤0.01%	741
2022 Q4	$9.39K	Hold	258	–	–	﹤0.01%	727
2022 Q3	$8.94K	Hold	258	–	–	﹤0.01%	733
2022 Q2	$9.36K	Hold	258	–	–	﹤0.01%	741
2022 Q1	$12.6K	Hold	258	–	–	﹤0.01%	723
2021 Q4	$12.6K	Hold	258	–	–	﹤0.01%	751
2021 Q3	$13K	Hold	258	–	–	﹤0.01%	684
2021 Q2	$13.5K	Hold	258	–	–	﹤0.01%	695
2021 Q1	$11.9K	Buy	+258	New	+$11.9K	﹤0.01%	689

Other funds holding PEJ

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Anchor Investment Management's PEJ Position: Q1 2026 in Review

Anchor Investment Management reduced its Invesco Leisure and Entertainment ETF (PEJ) stake by 4.4% in Q1 2026, selling an estimated $421 and leaving 151 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Anchor Investment Management first reported a position in PEJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.5K in Q2 2021. 81 funds tracked by Wall St. Rank hold PEJ as of Q1 2026.

Anchor Investment Management held 151 shares of Invesco Leisure and Entertainment ETF worth $8.73K as of Q1 2026.
Anchor Investment Management sold 7 Invesco Leisure and Entertainment ETF shares in Q1 2026, an estimated $421.
Invesco Leisure and Entertainment ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #835 holding.
Anchor Investment Management first reported a position in Invesco Leisure and Entertainment ETF in Q1 2021 and has held it in 21 quarters since.
Anchor Investment Management's Invesco Leisure and Entertainment ETF position peaked at $13.5K in Q2 2021.
81 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.