BigSur Wealth Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

BigSur Wealth 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 Q2	$497K	Buy	+7,470	New	+$464K	0.12%	124

Other funds holding PEJ

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BigSur Wealth Management's PEJ Position: Q2 2026 in Review

BigSur Wealth Management opened a new position in Invesco Leisure and Entertainment ETF (PEJ) in Q2 2026: 7,470 shares worth $497K. The stake represents 0.12% of the portfolio and ranks #124 among its holdings.

87 funds tracked by Wall St. Rank hold PEJ as of Q2 2026.

BigSur Wealth Management held 7,470 shares of Invesco Leisure and Entertainment ETF worth $497K as of Q2 2026.
Invesco Leisure and Entertainment ETF was a new BigSur Wealth Management position in Q2 2026.
Invesco Leisure and Entertainment ETF made up 0.12% of BigSur Wealth Management's portfolio in Q2 2026, its #124 holding.
87 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.