NFG
PEJ icon

Nations Financial Group’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Nations Financial Group’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
Q4 		– Sell
-3,393
Closed -$206K – 765
2025
Q3 		$206K Sell
3,393
-740
-18% -$43.7K 0.01% 674
2025
Q2 		$235K Sell
4,133
-101
-2% -$5.14K 0.02% 608
2025
Q1 		$206K Sell
4,234
-474
-10% -$25.1K 0.02% 613
2024
Q4 		$246K Sell
4,708
-745
-14% -$38.3K 0.02% 596
2024
Q3 		$260K Sell
5,453
-25
-0.5% -$1.14K 0.02% 592
2024
Q2 		$249K Hold
5,478
– – 0.02% 570
2024
Q1 		$253K Sell
5,478
-108
-2% -$4.65K 0.02% 558
2023
Q4 		$234K Hold
5,586
– – 0.02% 565
2023
Q3 		$214K Sell
5,586
-289
-5% -$11.9K 0.02% 573
2023
Q2 		$246K Hold
5,875
– – 0.02% 552
2023
Q1 		$239K Buy
5,875
+124
+2% +$4.98K 0.03% 534
2022
Q4 		$209K Buy
+5,751
New +$215K 0.02% 556
2022
Q3 		– Sell
-5,841
Closed -$212K – 550
2022
Q2 		$212K Sell
5,841
-70
-1% -$2.92K 0.03% 476
2022
Q1 		$288K Buy
5,911
+95
+2% +$4.51K 0.03% 427
2021
Q4 		$285K Buy
5,816
+241
+4% +$12K 0.04% 396
2021
Q3 		$281K Buy
5,575
+920
+20% +$45.7K 0.04% 371
2021
Q2 		$243K Buy
+4,655
New +$222K 0.04% 362

Other funds holding PEJ

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Nations Financial Group's PEJ Position: Q4 2025 in Review

Nations Financial Group sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q4 2025, closing a stake of 3,393 shares — an estimated $206K sold.

Nations Financial Group first reported a position in PEJ in Q2 2021 and held it in 17 quarters. The position peaked at $288K in Q1 2022. 83 funds tracked by Wall St. Rank hold PEJ as of Q4 2025.

  • Nations Financial Group reported no remaining Invesco Leisure and Entertainment ETF position as of Q4 2025 after selling out during the quarter.
  • Nations Financial Group sold 3,393 Invesco Leisure and Entertainment ETF shares in Q4 2025, an estimated $206K.
  • Nations Financial Group first reported a position in Invesco Leisure and Entertainment ETF in Q2 2021 and held it in 17 quarters.
  • Nations Financial Group's Invesco Leisure and Entertainment ETF position peaked at $288K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2025.

Based on Nations Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.