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Outlook Wealth Advisors’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Outlook Wealth Advisors’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
Q1 		$1.04M Sell
18,022
-193
-1% -$11.6K 0.25% 84
2025
Q4 		$1.12M Sell
18,215
-172
-0.9% -$10.2K 0.25% 78
2025
Q3 		$1.11M Buy
+18,387
New +$1.09M 0.28% 73

Other funds holding PEJ

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Outlook Wealth Advisors's PEJ Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Invesco Leisure and Entertainment ETF (PEJ) stake by 1.1% in Q1 2026, selling an estimated $11.6K and leaving 18,022 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #84.

Outlook Wealth Advisors first reported a position in PEJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 81 funds tracked by Wall St. Rank hold PEJ as of Q1 2026.

  • Outlook Wealth Advisors held 18,022 shares of Invesco Leisure and Entertainment ETF worth $1.04M as of Q1 2026.
  • Outlook Wealth Advisors sold 193 Invesco Leisure and Entertainment ETF shares in Q1 2026, an estimated $11.6K.
  • Invesco Leisure and Entertainment ETF made up 0.25% of Outlook Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Outlook Wealth Advisors first reported a position in Invesco Leisure and Entertainment ETF in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's Invesco Leisure and Entertainment ETF position peaked at $1.12M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.