Baird Financial Group
PEJ icon

Baird Financial Group’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Baird Financial Group’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
2025
Q4 		– Sell
-21,805
Closed -$1.32M – 1847
2025
Q3 		$1.32M Buy
+21,805
New +$1.29M ﹤0.01% 1171
2022
Q3 		– Sell
-12,163
Closed -$441K – 1802
2022
Q2 		$441K Buy
12,163
+271
+2% +$11.3K ﹤0.01% 1396
2022
Q1 		$580K Buy
+11,892
New +$565K ﹤0.01% 1349

Other funds holding PEJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Baird Financial Group's PEJ Position: Q4 2025 in Review

Baird Financial Group sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q4 2025, closing a stake of 21,805 shares — an estimated $1.32M sold.

Baird Financial Group first reported a position in PEJ in Q1 2022 and held it in 3 quarters. The position peaked at $1.32M in Q3 2025. 83 funds tracked by Wall St. Rank hold PEJ as of Q4 2025.

  • Baird Financial Group reported no remaining Invesco Leisure and Entertainment ETF position as of Q4 2025 after selling out during the quarter.
  • Baird Financial Group sold 21,805 Invesco Leisure and Entertainment ETF shares in Q4 2025, an estimated $1.32M.
  • Baird Financial Group first reported a position in Invesco Leisure and Entertainment ETF in Q1 2022 and held it in 3 quarters.
  • Baird Financial Group's Invesco Leisure and Entertainment ETF position peaked at $1.32M in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2025.

Based on Baird Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.