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Upturn AI Summary
Invesco Dynamic Leisure and Entertainment ETF(PEJ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PEJ
10/28/2026: PEJ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
PEJ is an Invesco-managed ETF that offers targeted exposure to US leisure and entertainment companies using a proprietary factor-based index. Its primary strength lies in its systematic selection process, which aims to outperform by emphasizing growth and momentum. While it provides a strong thematic play on consumer spending, it carries significant risks related to industry concentration and cyclical volatility. The fund is best suited for growth-oriented investors who monitor macroeconomic cycles and are comfortable with a higher expense ratio in exchange for focused, active-style exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on companies with high growth characteristics within the leisure and entertainment sector. |
| Momentum investor | Strong fit while signal remains positive | The Intellidex methodology inherently selects stocks showing positive price and earnings momentum. |
| Value investor | Mixed fit | While the index considers value metrics, the fund's primary focus remains on growth-oriented leisure stocks. |
| Dividend/Income investor | Weak fit | This fund is designed for capital appreciation rather than consistent dividend income. |
| Low-risk investor | Weak fit | Sector-specific concentration and cyclical sensitivity make this fund too volatile for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors looking for tactical exposure to the leisure sector.
Suitability
Best suited for investors with a high risk tolerance who are looking to capitalize on industry-specific trends.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | As a sector-specific ETF, the fund experiences significant price swings based on consumer spending cycles. |
| Market risk | Medium / high | General market downturns directly impact the discretionary spending that drives the underlying companies. |
| Concentration | High | The fund is highly concentrated in a single industry, lacking the diversification of a total market fund. |
| Tracking/expense | Medium | The higher-than-average expense ratio compared to passive index funds can erode long-term returns. |
| Liquidity | Low | Underlying holdings are generally liquid, though specific small-cap constituents can occasionally impact execution. |
| Business/sector quality | Medium | Success is tied to the cyclical nature of travel and leisure, which are vulnerable to external shocks. |
Risk Analysis
Volatility
PEJ exhibits high volatility due to its narrow focus on consumer discretionary industries that fluctuate with the business cycle.
Market Risk
The fund faces significant systematic risk related to consumer sentiment and the health of the US economy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Consumer Discretionary | Leisure and Entertainment Equities | 98.5 | This fund provides concentrated exposure to US companies driving the leisure, travel, and entertainment economy. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the fund is held in cash to manage daily inflows and outflows efficiently. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 14.9% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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