BFC Planning, Inc.’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

BFC Planning, Inc.’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 Q3	$2.48M	Buy	39,960 +39,411	+7,179%	+$2.59M	0.1%	212
2026 Q2	$36.5K	Buy	549 +60	+12%	+$3.73K	﹤0.01%	1711
2026 Q1	$28.3K	Sell	489 -375	-43%	-$22.6K	﹤0.01%	1565
2025 Q4	$53K	Sell	864 -36,699	-98%	-$2.18M	﹤0.01%	1344
2025 Q3	$2.28M	Sell	37,563 -491	-1%	-$29K	0.16%	110
2025 Q2	$2.17M	Sell	38,054 -851	-2%	-$43.3K	0.17%	112
2025 Q1	$1.89M	Buy	38,905 +38,416	+7,856%	+$2.04M	0.17%	114
2024 Q4	$25.5K	Sell	489 -99	-17%	-$5.09K	﹤0.01%	1362
2024 Q3	$28K	Buy	+588	New	+$26.7K	﹤0.01%	1310

Other funds holding PEJ

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BFC Planning, Inc.'s PEJ Position: Q3 2026 in Review

BFC Planning, Inc. increased its Invesco Leisure and Entertainment ETF (PEJ) stake by 7,179% in Q3 2026, buying an estimated $2.59M and bringing the position to 39,960 shares worth $2.48M. The position accounts for 0.1% of the portfolio, ranked #212.

BFC Planning, Inc. first reported a position in PEJ in Q3 2024 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold PEJ as of Q3 2026.

BFC Planning, Inc. held 39,960 shares of Invesco Leisure and Entertainment ETF worth $2.48M as of Q3 2026.
BFC Planning, Inc. bought 39,411 Invesco Leisure and Entertainment ETF shares in Q3 2026, an estimated $2.59M.
Invesco Leisure and Entertainment ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q3 2026, its #212 holding.
BFC Planning, Inc. first reported a position in Invesco Leisure and Entertainment ETF in Q3 2024 and has held it in 9 quarters since.
70 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.