Kingsview Wealth Management
PEJ icon

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

Kingsview 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
Q3 		$19.1M Buy
307,714
+14,046
+5% +$922K 0.23% 83
2026
Q2 		$19.5M Buy
293,668
+21,502
+8% +$1.34M 0.24% 81
2026
Q1 		$15.8M Buy
+272,166
New +$16.4M 0.22% 88
2025
Q3 		– Sell
-182,877
Closed -$10.4M – 1268
2025
Q2 		$10.4M Sell
182,877
-43,286
-19% -$2.2M 0.18% 99
2025
Q1 		$11M Buy
226,163
+6,013
+3% +$319K 0.21% 100
2024
Q4 		$11.5M Buy
+220,150
New +$11.3M 0.22% 82
2024
Q3 		– Sell
-136,139
Closed -$6.18M – 1139
2024
Q2 		$6.18M Sell
136,139
-4,753
-3% -$212K 0.15% 154
2024
Q1 		$6.51M Buy
140,892
+113,869
+421% +$4.9M 0.16% 142
2023
Q4 		$1.13M Buy
27,023
+9,137
+51% +$353K 0.03% 436
2023
Q3 		$685K Buy
+17,886
New +$734K 0.02% 541
2021
Q2 		– Sell
-5,640
Closed -$262K – 986
2021
Q1 		$262K Sell
5,640
-6,919
-55% -$319K 0.01% 685
2020
Q4 		$503K Buy
12,559
+252
+2% +$8.87K 0.04% 445
2020
Q3 		$395K Hold
12,307
– – 0.04% 422
2020
Q2 		$359K Buy
+12,307
New +$341K 0.04% 402
2020
Q1 		– Sell
-9,012
Closed -$407K – 562
2019
Q4 		$407K Hold
9,012
– – 0.05% 319
2019
Q3 		$383K Hold
9,012
– – 0.06% 297
2019
Q2 		$391K Sell
9,012
-716
-7% -$31.1K 0.07% 279
2019
Q1 		$418K Buy
+9,728
New +$412K 0.06% 295

Other funds holding PEJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
BPI
BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kingsview Wealth Management's PEJ Position: Q3 2026 in Review

Kingsview Wealth Management increased its Invesco Leisure and Entertainment ETF (PEJ) stake by 4.8% in Q3 2026, buying an estimated $922K and bringing the position to 307,714 shares worth $19.1M. The position accounts for 0.23% of the portfolio, ranked #83.

Kingsview Wealth Management first reported a position in PEJ in Q1 2019 and has held it in 18 quarters since. The position peaked at $19.5M in Q2 2026. 80 funds tracked by Wall St. Rank hold PEJ as of Q3 2026.

  • Kingsview Wealth Management held 307,714 shares of Invesco Leisure and Entertainment ETF worth $19.1M as of Q3 2026.
  • Kingsview Wealth Management bought 14,046 Invesco Leisure and Entertainment ETF shares in Q3 2026, an estimated $922K.
  • Invesco Leisure and Entertainment ETF made up 0.23% of Kingsview Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Kingsview Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q1 2019 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Invesco Leisure and Entertainment ETF position peaked at $19.5M in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.