IFWM
PEJ icon

Institute for Wealth Management’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Institute for Wealth Management’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 		$49K Buy
+736
New +$45.7K ﹤0.01% 877
2020
Q1 		– Sell
-300
Closed -$14K – 588
2019
Q4 		$14K Buy
+300
New +$12.9K ﹤0.01% 584

Other funds holding PEJ

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Institute for Wealth Management's PEJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Leisure and Entertainment ETF (PEJ) in Q2 2026: 736 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PEJ as recently as Q4 2019.

Institute for Wealth Management first reported a position in PEJ in Q4 2019 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold PEJ as of Q2 2026.

  • Institute for Wealth Management held 736 shares of Invesco Leisure and Entertainment ETF worth $49K as of Q2 2026.
  • Invesco Leisure and Entertainment ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Leisure and Entertainment ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #877 holding.
  • Institute for Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q4 2019 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.