SEC 13F Intelligence

Lionsbridge Wealth Management LLC / PEJ

Lionsbridge Wealth Management LLC’s Invesco Exchange Traded Fd T Position

Does Lionsbridge Wealth Management LLC own Invesco Exchange Traded Fd T (PEJ)? Not currently — the last reported position was 28.2K shares worth $1M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2022
Shares
28.2K
% of Portfolio
+1.59%
Quarters Held
4
position exited

Position History PEJ

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ1 ’21Q4 ’21: $1MQ4 ’21Q1 ’22: $1MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202228.2K$1M+1.59%
Q4 202129.0K$1M+1.52%
Q1 202127.8K$1M+1.24%
Q4 202026.7K$1M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of PEJ.