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Advisor Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Advisor Group’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
2019
Q4 		$365K Buy
19,002
+879
+5% +$16.3K ﹤0.01% 1903
2019
Q3 		$318K Sell
18,123
-1,464
-7% -$25.9K ﹤0.01% 1965
2019
Q2 		$347K Buy
19,587
+845
+5% +$14.3K ﹤0.01% 1878
2019
Q1 		$320K Sell
18,742
-3,746
-17% -$61.8K ﹤0.01% 1921
2018
Q4 		$349K Buy
22,488
+6,760
+43% +$110K ﹤0.01% 1661
2018
Q3 		$279K Sell
15,728
-9,965
-39% -$190K ﹤0.01% 1918
2018
Q2 		$514K Buy
25,693
+12,427
+94% +$262K 0.01% 1285
2018
Q1 		$286K Sell
13,266
-5,017
-27% -$107K ﹤0.01% 1720
2017
Q4 		$375K Sell
18,283
-1,137
-6% -$22.6K 0.01% 1521
2017
Q3 		$369K Sell
19,420
-6,990
-26% -$129K 0.01% 1386
2017
Q2 		$455K Buy
26,410
+8,916
+51% +$150K 0.01% 1210
2017
Q1 		$287K Buy
17,494
+5,537
+46% +$88.2K 0.01% 1410
2016
Q4 		$176K Sell
11,957
-6,074
-34% -$93.5K ﹤0.01% 1649
2016
Q3 		$294K Sell
18,031
-495
-3% -$8.04K 0.01% 1287
2016
Q2 		$289K Buy
+18,526
New +$283K 0.01% 1217

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Advisor Group's PIE Position: Q4 2019 in Review

Advisor Group increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 4.9% in Q4 2019, buying an estimated $16.3K and bringing the position to 19,002 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Advisor Group first reported a position in PIE in Q2 2016 and has held it in 15 quarters since. The position peaked at $514K in Q2 2018. 64 funds tracked by Wall St. Rank hold PIE as of Q4 2019.

  • Advisor Group held 19,002 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $365K as of Q4 2019.
  • Advisor Group bought 879 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2019, an estimated $16.3K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1903 holding.
  • Advisor Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $514K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.