Bank of Montreal
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Bank of Montreal’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-3,043
Closed -$59.5K – 4149
2024
Q2 		$59.5K Buy
+3,043
New +$64.9K ﹤0.01% 3391
2015
Q4 		– Sell
-28
Closed – – 4365
2015
Q3 		$0 Buy
+28
New +$464 ﹤0.01% 4113
2015
Q2 		– Sell
-325
Closed -$6K – 4069
2015
Q1 		$6K Buy
+325
New +$5.85K ﹤0.01% 3596

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $172M AUM 10.38% 1-Year Est. Return

Bank of Montreal's PIE Position: Q3 2024 in Review

Bank of Montreal sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2024, closing a stake of 3,043 shares — an estimated $59.5K sold.

Bank of Montreal first reported a position in PIE in Q1 2015 and held it in 3 quarters. The position peaked at $59.5K in Q2 2024. 62 funds tracked by Wall St. Rank hold PIE as of Q3 2024.

  • Bank of Montreal reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,043 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2024, an estimated $59.5K.
  • Bank of Montreal first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2015 and held it in 3 quarters.
  • Bank of Montreal's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $59.5K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.