Wealthspire Advisors (New York)’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-4,644	Closed	-$285K	–	1057
2025 Q4	$285K	Hold	4,644	–	–	﹤0.01%	819
2025 Q3	$281K	Sell	4,644 -974	-17%	-$57.5K	﹤0.01%	694
2025 Q2	$320K	Hold	5,618	–	–	﹤0.01%	650
2025 Q1	$273K	Hold	5,618	–	–	﹤0.01%	665
2024 Q4	$293K	Sell	5,618 -153	-3%	-$7.87K	﹤0.01%	648
2024 Q3	$275K	Buy	5,771 +153	+3%	+$6.95K	﹤0.01%	637
2024 Q2	$255K	Buy	+5,618	New	+$251K	﹤0.01%	572

Other funds holding PEJ

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

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

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

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

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

Wealthspire Advisors (New York)'s PEJ Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2026, closing a stake of 4,644 shares — an estimated $285K sold.

Wealthspire Advisors (New York) first reported a position in PEJ in Q2 2024 and held it in 7 quarters. The position peaked at $320K in Q2 2025. 81 funds tracked by Wall St. Rank hold PEJ as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 4,644 Invesco Leisure and Entertainment ETF shares in Q1 2026, an estimated $285K.
Wealthspire Advisors (New York) first reported a position in Invesco Leisure and Entertainment ETF in Q2 2024 and held it in 7 quarters.
Wealthspire Advisors (New York)'s Invesco Leisure and Entertainment ETF position peaked at $320K in Q2 2025.
81 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.