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

UBS 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
2021
Q3 		– Sell
-100
Closed -$5K – 9938
2021
Q2 		$5K Buy
+100
New +$4.78K ﹤0.01% 8560

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

UBS Group's PEJ Position: Q1 2026 in Review

UBS Group reduced its Invesco Leisure and Entertainment ETF (PEJ) stake by 56% in Q1 2026, selling an estimated $1.24M and leaving 16,522 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #5589.

UBS Group first reported a position in PEJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $66.8M in Q2 2021. 81 funds tracked by Wall St. Rank hold PEJ as of Q1 2026.

  • UBS Group held 16,522 shares of Invesco Leisure and Entertainment ETF worth $958K as of Q1 2026.
  • UBS Group sold 20,672 Invesco Leisure and Entertainment ETF shares in Q1 2026, an estimated $1.24M.
  • Invesco Leisure and Entertainment ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5589 holding.
  • UBS Group first reported a position in Invesco Leisure and Entertainment ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Leisure and Entertainment ETF position peaked at $66.8M in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.