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

Physician 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 Q2	$131K	Hold	1,966	–	–	0.02%	275
2026 Q1	$114K	Hold	1,966	–	–	0.02%	259
2025 Q4	$121K	Hold	1,966	–	–	0.02%	248
2025 Q3	$119K	Hold	1,966	–	–	0.02%	253
2025 Q2	$112K	Hold	1,966	–	–	0.02%	250
2025 Q1	$95.6K	Hold	1,966	–	–	0.02%	259
2024 Q4	$103K	Buy	+1,966	New	+$101K	0.02%	249

Other funds holding PEJ

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Physician Wealth Advisors's PEJ Position: Q2 2026 in Review

Physician Wealth Advisors held its Invesco Leisure and Entertainment ETF (PEJ) position steady in Q2 2026 at 1,966 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #275.

Physician Wealth Advisors first reported a position in PEJ in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold PEJ as of Q2 2026.

Physician Wealth Advisors held 1,966 shares of Invesco Leisure and Entertainment ETF worth $131K as of Q2 2026.
Physician Wealth Advisors left its Invesco Leisure and Entertainment ETF share count unchanged in Q2 2026.
Invesco Leisure and Entertainment ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #275 holding.
Physician Wealth Advisors first reported a position in Invesco Leisure and Entertainment ETF in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.