Barometer Capital Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Barometer Capital 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
2026 Q1	$601K	Buy	+23,100	New	+$606K	0.21%	87
2023 Q3	–	Sell	-34,500	Closed	-$654K	–	141
2023 Q2	$654K	Buy	+34,500	New	+$640K	0.17%	88
2022 Q1	–	Sell	-12,700	Closed	-$328K	–	146
2021 Q4	$328K	Sell	12,700 -42,400	-77%	-$1.06M	0.06%	112
2021 Q3	$1.34M	Sell	55,100 -6,100	-10%	-$158K	0.26%	72
2021 Q2	$1.67M	Sell	61,200 -6,000	-9%	-$152K	0.32%	63
2021 Q1	$1.61M	Buy	67,200 +24,900	+59%	+$611K	0.27%	68
2020 Q4	$967K	Buy	42,300 +8,200	+24%	+$171K	0.18%	95
2020 Q3	$657K	Sell	34,100 -79,175	-70%	-$1.55M	0.13%	102
2020 Q2	$2.04M	Buy	113,275 +51,075	+82%	+$841K	0.38%	71
2020 Q1	$906K	Sell	62,200 -102,800	-62%	-$1.82M	0.27%	64
2019 Q4	$3.16M	Buy	+165,000	New	+$3.06M	0.5%	52

Other funds holding PIE

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

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

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

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

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

MWM

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barometer Capital Management's PIE Position: Q1 2026 in Review

Barometer Capital Management opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2026: 23,100 shares worth $601K. The stake represents 0.21% of the portfolio and ranks #87 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in PIE as recently as Q2 2023.

Barometer Capital Management first reported a position in PIE in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.16M in Q4 2019. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

Barometer Capital Management held 23,100 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $601K as of Q1 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF was a new Barometer Capital Management position in Q1 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.21% of Barometer Capital Management's portfolio in Q1 2026, its #87 holding.
Barometer Capital Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2019 and has held it in 11 quarters since.
Barometer Capital Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $3.16M in Q4 2019.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.