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 Q2	$468K	Sell	14,000 -9,100	-39%	-$282K	0.13%	113
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS

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

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

Barometer Capital Management's PIE Position: Q2 2026 in Review

Barometer Capital Management reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 39% in Q2 2026, selling an estimated $282K and leaving 14,000 shares worth $468K. The position accounts for 0.13% of the portfolio, ranked #113.

Barometer Capital Management first reported a position in PIE in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.16M in Q4 2019. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

Barometer Capital Management held 14,000 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $468K as of Q2 2026.
Barometer Capital Management sold 9,100 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $282K.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.13% of Barometer Capital Management's portfolio in Q2 2026, its #113 holding.
Barometer Capital Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2019 and has held it in 12 quarters since.
Barometer Capital Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $3.16M in Q4 2019.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.