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Carolinas Wealth Consulting’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-9,852
Closed -$179K – 688
2025
Q1 		$179K Buy
9,852
+1
+0% +$19 0.04% 188
2024
Q4 		$189K Buy
9,851
+599
+6% +$12K 0.04% 188
2024
Q3 		$191K Buy
9,252
+29
+0.3% +$597 0.03% 185
2024
Q2 		$197K Buy
9,223
+600
+7% +$12.8K 0.04% 181
2024
Q1 		$180K Buy
8,623
+4,327
+101% +$86.6K 0.04% 183
2023
Q4 		$84.6K Buy
4,296
+12
+0.3% +$224 0.02% 260
2023
Q3 		$74.6K Buy
4,284
+66
+2% +$1.28K 0.02% 255
2023
Q2 		$80K Buy
4,218
+23
+0.5% +$426 0.02% 291
2023
Q1 		$77.7K Buy
4,195
+14
+0.3% +$258 0.02% 296
2022
Q4 		$74.4K Buy
4,181
+11
+0.3% +$189 0.02% 303
2022
Q3 		$68K Buy
4,170
+130
+3% +$2.4K 0.02% 289
2022
Q2 		$76K Buy
4,040
+1
+0% +$22 0.02% 282
2022
Q1 		$94K Buy
4,039
+23
+0.6% +$555 0.02% 259
2021
Q4 		$104K Buy
4,016
+23
+0.6% +$573 0.02% 258
2021
Q3 		$97K Sell
3,993
-710
-15% -$18.4K 0.02% 248
2021
Q2 		$129K Buy
4,703
+2
+0% +$51 0.03% 229
2021
Q1 		$113K Buy
4,701
+19
+0.4% +$466 0.03% 238
2020
Q4 		$107K Buy
4,682
+32
+0.7% +$669 0.03% 225
2020
Q3 		$90K Buy
4,650
+5
+0.1% +$98 0.03% 208
2020
Q2 		$84K Buy
4,645
+2
+0% +$33 0.03% 163
2020
Q1 		$67K Buy
+4,643
New +$82.3K 0.04% 120

Other funds holding PIE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $171M AUM 36.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carolinas Wealth Consulting's PIE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2025, closing a stake of 9,852 shares — an estimated $179K sold.

Carolinas Wealth Consulting first reported a position in PIE in Q1 2020 and held it in 21 quarters. The position peaked at $197K in Q2 2024. 53 funds tracked by Wall St. Rank hold PIE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9,852 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2025, an estimated $179K.
  • Carolinas Wealth Consulting first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $197K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.