AWM
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Avaii Wealth Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Avaii Wealth Management’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
2022
Q2 		– Sell
-8,950
Closed -$209K – 114
2022
Q1 		$209K Buy
+8,950
New +$216K 0.19% 101

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

Avaii Wealth Management's PIE Position: Q2 2022 in Review

Avaii Wealth Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2022, closing a stake of 8,950 shares — an estimated $209K sold.

Avaii Wealth Management first reported a position in PIE in Q1 2022 and held it in 1 quarter. The position peaked at $209K in Q1 2022. 71 funds tracked by Wall St. Rank hold PIE as of Q2 2022.

  • Avaii Wealth Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Avaii Wealth Management sold 8,950 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2022, an estimated $209K.
  • Avaii Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Avaii Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $209K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2022.

Based on Avaii Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.