Founders Financial Alliance’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Founders Financial Alliance’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	$23.2K	Hold	400	–	–	﹤0.01%	571
2025 Q4	$24.5K	Hold	400	–	–	﹤0.01%	466
2025 Q3	$24.2K	Hold	400	–	–	﹤0.01%	551
2025 Q2	$22.8K	Hold	400	–	–	0.01%	429
2025 Q1	$19.5K	Hold	400	–	–	﹤0.01%	497
2024 Q4	$20.9K	Hold	400	–	–	0.01%	438
2024 Q3	$19.1K	Hold	400	–	–	0.01%	454
2024 Q2	$18.2K	Hold	400	–	–	0.01%	441
2024 Q1	$18.5K	Hold	400	–	–	0.01%	450
2023 Q4	$16.8K	Hold	400	–	–	0.01%	405
2023 Q3	$15.3K	Hold	400	–	–	0.01%	397
2023 Q2	$16.7K	Hold	400	–	–	0.01%	422
2023 Q1	$16.3K	Hold	400	–	–	0.01%	383
2022 Q4	$14.6K	Hold	400	–	–	0.01%	404
2022 Q3	$14K	Hold	400	–	–	0.01%	401
2022 Q2	$15K	Hold	400	–	–	0.01%	413
2022 Q1	$20K	Hold	400	–	–	0.01%	362
2021 Q4	$20K	Hold	400	–	–	0.01%	401
2021 Q3	$20K	Hold	400	–	–	0.01%	374
2021 Q2	$21K	Hold	400	–	–	0.01%	391
2021 Q1	$17K	Hold	400	–	–	0.01%	384
2020 Q4	$16K	Hold	400	–	–	0.01%	349
2020 Q3	$13K	Buy	+400	New	+$12.6K	0.01%	694

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

Founders Financial Alliance's PEJ Position: Q1 2026 in Review

Founders Financial Alliance held its Invesco Leisure and Entertainment ETF (PEJ) position steady in Q1 2026 at 400 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Founders Financial Alliance first reported a position in PEJ in Q3 2020 and has held it in 23 quarters since. The position peaked at $24.5K in Q4 2025. 81 funds tracked by Wall St. Rank hold PEJ as of Q1 2026.

Founders Financial Alliance held 400 shares of Invesco Leisure and Entertainment ETF worth $23.2K as of Q1 2026.
Founders Financial Alliance left its Invesco Leisure and Entertainment ETF share count unchanged in Q1 2026.
Invesco Leisure and Entertainment ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #571 holding.
Founders Financial Alliance first reported a position in Invesco Leisure and Entertainment ETF in Q3 2020 and has held it in 23 quarters since.
Founders Financial Alliance's Invesco Leisure and Entertainment ETF position peaked at $24.5K in Q4 2025.
81 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.