Belpointe Asset Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,310	Closed	-$42.8K	–	2569
2023 Q1	$42.8K	Sell	2,310 -5,297	-70%	-$97.8K	﹤0.01%	1793
2022 Q4	$135K	Sell	7,607 -935	-11%	-$16K	0.01%	1074
2022 Q3	$140K	Sell	8,542 -1,075	-11%	-$19.8K	0.01%	989
2022 Q2	$181K	Buy	9,617 +379	+4%	+$8.15K	0.01%	865
2022 Q1	$215K	Buy	9,238 +1,374	+17%	+$33.1K	0.01%	875
2021 Q4	$203K	Hold	7,864	–	–	0.01%	884
2021 Q3	$191K	Buy	7,864 +2,564	+48%	+$66.3K	0.01%	877
2021 Q2	$145K	Hold	5,300	–	–	0.01%	966
2021 Q1	$127K	Sell	5,300 -4,300	-45%	-$106K	0.01%	913
2020 Q4	$220K	Buy	+9,600	New	+$201K	0.02%	665

Other funds holding PIE

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

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

PFS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Belpointe Asset Management's PIE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2023, closing a stake of 2,310 shares — an estimated $42.8K sold.

Belpointe Asset Management first reported a position in PIE in Q4 2020 and held it in 10 quarters. The position peaked at $220K in Q4 2020. 62 funds tracked by Wall St. Rank hold PIE as of Q2 2023.

Belpointe Asset Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,310 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2023, an estimated $42.8K.
Belpointe Asset Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2020 and held it in 10 quarters.
Belpointe Asset Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $220K in Q4 2020.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.