Acorn Wealth Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Acorn Wealth Advisors’s Portfolio PIE Stock Details PIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-673	Closed	-$13K	–	345
2018 Q2	$13K	Hold	673	–	–	0.01%	473
2018 Q1	$14K	Hold	673	–	–	0.01%	451
2017 Q4	$14K	Buy	+673	New	+$13.4K	0.01%	437

Other funds holding PIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorn Wealth Advisors's PIE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2018, closing a stake of 673 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in PIE in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q1 2018. 56 funds tracked by Wall St. Rank hold PIE as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 673 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2018, an estimated $13K.
Acorn Wealth Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $14K in Q1 2018.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.