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

Avantax Advisory Services’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
2025 Q2	$232K	Sell	11,061 -28,607	-72%	-$542K	﹤0.01%	2103
2025 Q1	$721K	Sell	39,668 -18,501	-32%	-$349K	﹤0.01%	1279
2024 Q4	$1.12M	Sell	58,169 -4,483	-7%	-$89.9K	0.01%	988
2024 Q3	$1.29M	Sell	62,652 -756	-1%	-$15.6K	0.01%	895
2024 Q2	$1.35M	Sell	63,408 -10,559	-14%	-$225K	0.01%	823
2024 Q1	$1.54M	Sell	73,967 -47,009	-39%	-$940K	0.01%	618
2023 Q4	$2.38M	Sell	120,976 -47,062	-28%	-$878K	0.02%	458
2023 Q3	$3.12M	Sell	168,038 -7,892	-4%	-$153K	0.03%	350
2023 Q2	$3.34M	Sell	175,930 -5,567	-3%	-$103K	0.04%	331
2023 Q1	$3.36M	Buy	181,497 +103,239	+132%	+$1.91M	0.04%	324
2022 Q4	$1.39M	Sell	78,258 -92,735	-54%	-$1.59M	0.02%	525
2022 Q3	$2.8M	Buy	170,993 +22,594	+15%	+$417K	0.04%	313
2022 Q2	$2.79M	Buy	148,399 +139,385	+1,546%	+$3M	0.04%	308
2022 Q1	$211K	Sell	9,014 -1,733	-16%	-$41.8K	﹤0.01%	1171
2021 Q4	$277K	Sell	10,747 -231	-2%	-$5.75K	﹤0.01%	1014
2021 Q3	$267K	Sell	10,978 -65	-0.6%	-$1.68K	﹤0.01%	975
2021 Q2	$302K	Buy	11,043 +348	+3%	+$8.82K	0.01%	905
2021 Q1	$257K	Buy	10,695 +1,746	+20%	+$42.9K	0.01%	875
2020 Q4	$205K	Sell	8,949 -10,735	-55%	-$224K	﹤0.01%	876
2020 Q3	$381K	Buy	19,684 +3,295	+20%	+$64.5K	0.01%	912
2020 Q2	$294K	Sell	16,389 -62	-0.4%	-$1.02K	0.01%	645
2020 Q1	$240K	Sell	16,451 -2,346	-12%	-$41.6K	0.01%	659
2019 Q4	$361K	Buy	+18,797	New	+$349K	0.01%	577
2019 Q2	–	Sell	-13,261	Closed	-$225K	–	540
2019 Q1	$225K	Sell	13,261 -2,803	-17%	-$46.2K	0.01%	430
2018 Q4	$250K	Buy	+16,064	New	+$261K	0.04%	330

Other funds holding PIE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

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

Avantax Advisory Services's PIE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 72% in Q2 2025, selling an estimated $542K and leaving 11,061 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Avantax Advisory Services first reported a position in PIE in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.36M in Q1 2023. 53 funds tracked by Wall St. Rank hold PIE as of Q2 2025.

Avantax Advisory Services held 11,061 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $232K as of Q2 2025.
Avantax Advisory Services sold 28,607 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2025, an estimated $542K.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2103 holding.
Avantax Advisory Services first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2018 and has held it in 25 quarters since.
Avantax Advisory Services's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $3.36M in Q1 2023.
53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.