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

Arkadios 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
2020
Q4 		– Sell
-1,070
Closed -$22.4K – 1450
2020
Q3 		$21.5K Buy
1,070
+8
+0.8% +$157 0.01% 588
2020
Q2 		$20.5K Buy
1,062
+1
+0.1% +$16 0.01% 537
2020
Q1 		$15.5K Buy
1,061
+1
+0.1% +$18 0.01% 543
2019
Q4 		$20.3K Buy
+1,060
New +$19.7K 0.01% 454

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's PIE Position: Q4 2020 in Review

Arkadios Wealth Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2020, closing a stake of 1,070 shares — an estimated $22.4K sold.

Arkadios Wealth Advisors first reported a position in PIE in Q4 2019 and held it in 4 quarters. The position peaked at $21.5K in Q3 2020. 59 funds tracked by Wall St. Rank hold PIE as of Q4 2020.

  • Arkadios Wealth Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,070 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2020, an estimated $22.4K.
  • Arkadios Wealth Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2019 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $21.5K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.