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

Summit Financial’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
Q2 		– Sell
-16,851
Closed -$820K – 826
2025
Q1 		$820K Buy
+16,851
New +$893K 0.02% 410

Other funds holding PEJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial's PEJ Position: Q2 2025 in Review

Summit Financial sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2025, closing a stake of 16,851 shares — an estimated $820K sold.

Summit Financial first reported a position in PEJ in Q1 2025 and held it in 1 quarter. The position peaked at $820K in Q1 2025. 94 funds tracked by Wall St. Rank hold PEJ as of Q2 2025.

  • Summit Financial reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Financial sold 16,851 Invesco Leisure and Entertainment ETF shares in Q2 2025, an estimated $820K.
  • Summit Financial first reported a position in Invesco Leisure and Entertainment ETF in Q1 2025 and held it in 1 quarter.
  • Summit Financial's Invesco Leisure and Entertainment ETF position peaked at $820K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.