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

Avior 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
2025
Q1 		– Sell
-2,308
Closed -$44.4K – 1887
2024
Q4 		$44.4K Hold
2,308
– – ﹤0.01% 1184
2024
Q3 		$47.6K Hold
2,308
– – ﹤0.01% 1134
2024
Q2 		$49.3K Hold
2,308
– – ﹤0.01% 1092
2024
Q1 		$48.1K Buy
+2,308
New +$46.2K ﹤0.01% 1250

Other funds holding PIE

Raymond James Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avior Wealth Management's PIE Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2025, closing a stake of 2,308 shares — an estimated $44.4K sold.

Avior Wealth Management first reported a position in PIE in Q1 2024 and held it in 4 quarters. The position peaked at $49.3K in Q2 2024. 54 funds tracked by Wall St. Rank hold PIE as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,308 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2025, an estimated $44.4K.
  • Avior Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $49.3K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.