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Howe & Rusling’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-111
Closed -$6.32K – 481
2025
Q2 		$6.32K Buy
+111
New +$5.65K ﹤0.01% 429

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howe & Rusling's PEJ Position: Q3 2025 in Review

Howe & Rusling sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q3 2025, closing a stake of 111 shares — an estimated $6.32K sold.

Howe & Rusling first reported a position in PEJ in Q2 2025 and held it in 1 quarter. The position peaked at $6.32K in Q2 2025. 98 funds tracked by Wall St. Rank hold PEJ as of Q3 2025.

  • Howe & Rusling reported no remaining Invesco Leisure and Entertainment ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 111 Invesco Leisure and Entertainment ETF shares in Q3 2025, an estimated $6.32K.
  • Howe & Rusling first reported a position in Invesco Leisure and Entertainment ETF in Q2 2025 and held it in 1 quarter.
  • Howe & Rusling's Invesco Leisure and Entertainment ETF position peaked at $6.32K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.