Allworth Financial’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Allworth Financial’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	-47	Closed	-$1K	–	1593
2020 Q4	$1K	Buy	+47	New	+$983	﹤0.01%	1280
2016 Q4	–	Sell	-595	Closed	-$10K	–	721
2016 Q3	$10K	Hold	595	–	–	﹤0.01%	413
2016 Q2	$9K	Hold	595	–	–	﹤0.01%	399
2016 Q1	$9K	Hold	595	–	–	﹤0.01%	388
2015 Q4	$9K	Buy	+595	New	+$9.32K	﹤0.01%	387

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

Allworth Financial's PIE Position: Q1 2021 in Review

Allworth Financial sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2021, closing a stake of 47 shares — an estimated $1K sold.

Allworth Financial first reported a position in PIE in Q4 2015 and held it in 5 quarters. The position peaked at $10K in Q3 2016. 65 funds tracked by Wall St. Rank hold PIE as of Q1 2021.

Allworth Financial reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2021 after selling out during the quarter.
Allworth Financial sold 47 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2021, an estimated $1K.
Allworth Financial first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2015 and held it in 5 quarters.
Allworth Financial's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $10K in Q3 2016.
65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2021.

Based on Allworth Financial's 13F filing for Q1 2021, filed 29 Apr 2021.