DAS
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Diversify Advisory Services’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Diversify Advisory 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
2025
Q1 		– Sell
-29,780
Closed -$1.54M – 675
2024
Q4 		$1.54M Sell
29,780
-250
-0.8% -$12.9K 0.09% 164
2024
Q3 		$1.47M Buy
30,030
+1,976
+7% +$89.8K 0.08% 199
2024
Q2 		$1.26M Buy
28,054
+2,007
+8% +$89.7K 0.07% 205
2024
Q1 		$1.2M Buy
+26,047
New +$1.12M 0.07% 214

Other funds holding PEJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversify Advisory Services's PEJ Position: Q1 2025 in Review

Diversify Advisory Services sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2025, closing a stake of 29,780 shares — an estimated $1.54M sold.

Diversify Advisory Services first reported a position in PEJ in Q1 2024 and held it in 4 quarters. The position peaked at $1.54M in Q4 2024. 93 funds tracked by Wall St. Rank hold PEJ as of Q1 2025.

  • Diversify Advisory Services reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 29,780 Invesco Leisure and Entertainment ETF shares in Q1 2025, an estimated $1.54M.
  • Diversify Advisory Services first reported a position in Invesco Leisure and Entertainment ETF in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's Invesco Leisure and Entertainment ETF position peaked at $1.54M in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.