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Forum Finance Group’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Forum Finance 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
2026
Q2 		$109K Hold
2,030
– – 0.04% 183
2026
Q1 		$95K Buy
+2,030
New +$122K 0.05% 172

Other funds holding PEJ

KWM
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Forum Finance Group's PEJ Position: Q2 2026 in Review

Forum Finance Group held its Invesco Leisure and Entertainment ETF (PEJ) position steady in Q2 2026 at 2,030 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #183.

Forum Finance Group first reported a position in PEJ in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold PEJ as of Q2 2026.

  • Forum Finance Group held 2,030 shares of Invesco Leisure and Entertainment ETF worth $109K as of Q2 2026.
  • Forum Finance Group left its Invesco Leisure and Entertainment ETF share count unchanged in Q2 2026.
  • Invesco Leisure and Entertainment ETF made up 0.04% of Forum Finance Group's portfolio in Q2 2026, its #183 holding.
  • Forum Finance Group first reported a position in Invesco Leisure and Entertainment ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.