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

SHP 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 		$45.9K Hold
690
– – ﹤0.01% 571
2026
Q1 		$40K Hold
690
– – ﹤0.01% 546
2025
Q4 		$42.3K Buy
+690
New +$40.9K ﹤0.01% 513

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

SHP Wealth Management's PEJ Position: Q2 2026 in Review

SHP Wealth Management held its Invesco Leisure and Entertainment ETF (PEJ) position steady in Q2 2026 at 690 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

SHP Wealth Management first reported a position in PEJ in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold PEJ as of Q2 2026.

  • SHP Wealth Management held 690 shares of Invesco Leisure and Entertainment ETF worth $45.9K as of Q2 2026.
  • SHP Wealth Management left its Invesco Leisure and Entertainment ETF share count unchanged in Q2 2026.
  • Invesco Leisure and Entertainment ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #571 holding.
  • SHP Wealth Management first reported a position in Invesco Leisure and Entertainment ETF in Q4 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.