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Invesco Leisure & Entertainm (PEJ)

CUSIP: 46137V720 | NYSE | 467 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Truist Financial Corp61,916
0.0% of portfolio›$3.8M
Kwmg, LLC42,239
0.2% of portfolio›$2.6M
Concurrent Investment Advisors, LLC35,863
0.0% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.26,514
0.0% of portfolio›$1.6M
Nilsine Partners, LLC24,359
0.1% of portfolio›$1.5M
Outlook Wealth Advisors, LLC22,699
0.3% of portfolio›$1.4M
Atria Investments, Inc17,274
0.0% of portfolio›$1.1M
Hennion & Walsh Asset Management, Inc.13,045
0.0% of portfolio›$808.5K
Prospera Financial Services Inc12,084
0.0% of portfolio›$802.5K
Commonwealth Equity Services, LLC10,777
0.0% of portfolio›$668.0K
Ironwood Financial, llc7,303
0.1% of portfolio›$452.7K
Citigroup Inc6,960
0.0% of portfolio›$431.4K
Flagship Harbor Advisors, LLC6,522
0.0% of portfolio›$404.2K
Davenport & Co LLC5,730
0.0% of portfolio›$355.1K
MinichMacGregor Wealth Management, LLC5,239
0.1% of portfolio›$324.7K
Kestra Advisory Services, LLC4,951
0.0% of portfolio›$306.9K
Sound Income Strategies, LLC3,621
0.0% of portfolio›$229.1K
Indivisible Partners3,454
0.0% of portfolio›$214.1K
Hazlett, Burt & Watson, Inc.2,640
0.1% of portfolio›$145.0K
Physician Wealth Advisors, Inc.1,966
0.0% of portfolio›$121.8K
Ashton Thomas Private Wealth, LLC1,645
0.0% of portfolio›$102.0K
IFP Advisors, Inc1,546
0.0% of portfolio›$95.8K
Parallel Advisors, LLC500
0.0% of portfolio›$31.0K
Lanark Financial, Inc.230
0.0% of portfolio›$14.3K
Farther Finance Advisors, LLC220
0.0% of portfolio›$13.6K
Vision Financial Markets LLC158
0.0% of portfolio›$9.8K
New England Capital Financial Advisors LLC94
0.0% of portfolio›$5.8K
Private Trust Co NA55
0.0% of portfolio›$3.4K
Rachor Investment Advisory Services, LLC32
0.0% of portfolio›$2.0K
Triumph Capital Management20
0.0% of portfolio›$1.2K
CoreCap Advisors, LLC17
0.0% of portfolio›$1.1K
Assetmark, Inc8
0.0% of portfolio›$496
Thompson Investment Management, Inc.4
0.0% of portfolio›$248
Harbor Asset Planning, Inc.3
0.0% of portfolio›$187
Main Street Group, LTD3
0.0% of portfolio›$186
Blue Trust, Inc.2
0.0% of portfolio›$100
Harel Insurance Investments & Financial Services Ltd.1
0.0% of portfolio›$0
Mosley Wealth Management0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Truist Financial Corp
61,916$3.8M0.0%CoreLowCharlotte, NC2026-10-30
Kwmg, LLC
42,239$2.6M0.2%ETFVery LowOverland Park, KS2026-10-07
Concurrent Investment Advisors, LLC
35,863$2.2M0.0%GrowthMediumTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
26,514$1.6M0.0%ETFLowFairfield, IA2026-11-02
Nilsine Partners, LLC
24,359$1.5M0.1%CoreMediumGreenwood Village, CO2026-11-02
Outlook Wealth Advisors, LLC
22,699$1.4M0.3%ETFMediumShenandoah, TX2026-10-28
Atria Investments, Inc
17,274$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Hennion & Walsh Asset Management, Inc.
13,045$808.5K0.0%ValueMediumParsippany, NJ2026-10-13
Prospera Financial Services Inc
12,084$802.5K0.0%CoreMediumDallas, TX2026-11-04
Commonwealth Equity Services, LLC
10,777$668.0K0.0%ETFLowWaltham, MA2026-11-02
Ironwood Financial, llc
7,303$452.7K0.1%ETFLowTucson, AZ2026-10-20
Citigroup Inc
6,960$431.4K0.0%CoreMediumNew York, NY2026-11-04
Flagship Harbor Advisors, LLC
6,522$404.2K0.0%ETFMediumBoston, MA2026-10-26
Davenport & Co LLC
5,730$355.1K0.0%CoreMediumRichmond, VA2026-10-14
MinichMacGregor Wealth Management, LLC
5,239$324.7K0.1%ETFHighSaratoga Springs, NY2026-10-14
Kestra Advisory Services, LLC
4,951$306.9K0.0%CoreLowAustin, TX2026-11-02
Sound Income Strategies, LLC
3,621$229.1K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Indivisible Partners
3,454$214.1K0.0%GrowthMediumClearwater, FL2026-10-26
Hazlett, Burt & Watson, Inc.
2,640$145.0K0.1%CoreVery LowWheeling, WV2026-11-04
Physician Wealth Advisors, Inc.
1,966$121.8K0.0%ETFMediumMidvale, UT2026-10-20
Ashton Thomas Private Wealth, LLC
1,645$102.0K0.0%CoreMediumScottsdale, AZ2026-11-03
IFP Advisors, Inc
1,546$95.8K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
500$31.0K0.0%IndexLowSan Francisco, CA2026-11-03
Lanark Financial, Inc.
230$14.3K0.0%CoreMediumBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
220$13.6K0.0%IndexLowSan Francisco, CA2026-10-08
Vision Financial Markets LLC
158$9.8K0.0%CoreLowStamford, CT2026-10-22
New England Capital Financial Advisors LLC
94$5.8K0.0%ETFLowMeriden, CT2026-11-03
Private Trust Co NA
55$3.4K0.0%CoreLowCleveland, OH2026-10-20
Rachor Investment Advisory Services, LLC
32$2.0K0.0%ETFVery LowLinden, MI2026-10-29
Triumph Capital Management
20$1.2K0.0%ETFMediumDenver, CO2026-10-14
CoreCap Advisors, LLC
17$1.1K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
8$4960.0%ETFLowConcord, CA2026-10-21
Thompson Investment Management, Inc.
4$2480.0%ValueMediumMadison, WI2026-10-14
Harbor Asset Planning, Inc.
3$1870.0%ETFVery LowBelmont, MA2026-10-23
Main Street Group, LTD
3$1860.0%ETFMediumGlen Allen, VA2026-10-28
Blue Trust, Inc.
2$1000.0%ETFLowBrentwood, TN2026-10-15
Harel Insurance Investments & Financial Services Ltd.
1$00.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Mosley Wealth Management
0$00.0%ETFHighAnaheim, CA2026-10-16