Advisory Services Network’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Advisory Services Network’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
2021 Q1	–	Sell	-745	Closed	-$17K	–	2506
2020 Q4	$17K	Buy	745 +4	+0.5%	+$84	﹤0.01%	2209
2020 Q3	$14K	Buy	+741	New	+$14.5K	﹤0.01%	2252
2020 Q2	–	Sell	-734	Closed	-$11K	–	2269
2020 Q1	$11K	Sell	734 -553	-43%	-$9.8K	﹤0.01%	2176
2019 Q4	$25K	Buy	1,287 +12	+0.9%	+$223	﹤0.01%	1903
2019 Q3	$23K	Hold	1,275	–	–	﹤0.01%	1754
2019 Q2	$23K	Sell	1,275 -374	-23%	-$6.34K	﹤0.01%	1752
2019 Q1	$28K	Buy	1,649 +1,096	+198%	+$18.1K	﹤0.01%	1475
2018 Q4	$9K	Sell	553 -336	-38%	-$5.46K	﹤0.01%	1801
2018 Q3	$16K	Buy	889 +3	+0.3%	+$57	﹤0.01%	1648
2018 Q2	$18K	Buy	886 +2	+0.2%	+$42	﹤0.01%	1583
2018 Q1	$19K	Hold	884	–	–	﹤0.01%	1666
2017 Q4	$18K	Buy	884 +7	+0.8%	+$139	﹤0.01%	1654
2017 Q3	$17K	Buy	877 +552	+170%	+$10.2K	﹤0.01%	1448
2017 Q2	$6K	Buy	+325	New	+$5.48K	﹤0.01%	1753

Other funds holding PIE

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

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

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

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisory Services Network's PIE Position: Q1 2021 in Review

Advisory Services Network sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2021, closing a stake of 745 shares — an estimated $17K sold.

Advisory Services Network first reported a position in PIE in Q2 2017 and held it in 14 quarters. The position peaked at $28K in Q1 2019. 65 funds tracked by Wall St. Rank hold PIE as of Q1 2021.

Advisory Services Network reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2021 after selling out during the quarter.
Advisory Services Network sold 745 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2021, an estimated $17K.
Advisory Services Network first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2017 and held it in 14 quarters.
Advisory Services Network's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $28K in Q1 2019.
65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2021.

Based on Advisory Services Network's 13F filing for Q1 2021, filed 24 May 2021.