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

BKM 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
2024
Q1 		– Sell
-760
Closed -$15K – 451
2023
Q4 		$15K Buy
+760
New +$14.2K 0.01% 415

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
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BKM Wealth Management's PIE Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2024, closing a stake of 760 shares — an estimated $15K sold.

BKM Wealth Management first reported a position in PIE in Q4 2023 and held it in 1 quarter. The position peaked at $15K in Q4 2023. 61 funds tracked by Wall St. Rank hold PIE as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 760 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2024, an estimated $15K.
  • BKM Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $15K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.