Carson Wealth (CWM LLC)’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Buy |
8,554
+8,220
| +2,461% | +$216K | ﹤0.01% | 2647 |
|
|
2025
Q4 | $8K | Hold |
334
| – | – | ﹤0.01% | 4658 |
|
|
2025
Q3 | $8K | Hold |
334
| – | – | ﹤0.01% | 4576 |
|
|
2025
Q2 | $7K | Hold |
334
| – | – | ﹤0.01% | 4479 |
|
|
2025
Q1 | $6K | Hold |
334
| – | – | ﹤0.01% | 4395 |
|
|
2024
Q4 | $6K | Hold |
334
| – | – | ﹤0.01% | 4141 |
|
|
2024
Q3 | $7K | Hold |
334
| – | – | ﹤0.01% | 3958 |
|
|
2024
Q2 | $7K | Hold |
334
| – | – | ﹤0.01% | 3729 |
|
|
2024
Q1 | $7K | Hold |
334
| – | – | ﹤0.01% | 3530 |
|
|
2023
Q4 | $7K | Hold |
334
| – | – | ﹤0.01% | 3364 |
|
|
2023
Q3 | $6K | Hold |
334
| – | – | ﹤0.01% | 3393 |
|
|
2023
Q2 | $6K | Hold |
334
| – | – | ﹤0.01% | 3368 |
|
|
2023
Q1 | $6K | Hold |
334
| – | – | ﹤0.01% | 3231 |
|
|
2022
Q4 | $6K | Hold |
334
| – | – | ﹤0.01% | 3102 |
|
|
2022
Q3 | $5K | Hold |
334
| – | – | ﹤0.01% | 3090 |
|
|
2022
Q2 | $6K | Hold |
334
| – | – | ﹤0.01% | 2906 |
|
|
2022
Q1 | $8K | Hold |
334
| – | – | ﹤0.01% | 2631 |
|
|
2021
Q4 | $9K | Buy |
+334
| New | +$8.32K | ﹤0.01% | 2423 |
|
|
2021
Q2 | $9K | Hold |
334
| – | – | ﹤0.01% | 2152 |
|
|
2021
Q1 | $9K | Hold |
334
| – | – | ﹤0.01% | 2152 |
|
|
2020
Q4 | $9K | Hold |
334
| – | – | ﹤0.01% | 2152 |
|
|
2020
Q3 | $9K | Hold |
334
| – | – | ﹤0.01% | 2152 |
|
|
2020
Q2 | $9K | Hold |
334
| – | – | ﹤0.01% | 2152 |
|
|
2020
Q1 | $9K | Hold |
334
| – | – | ﹤0.01% | 2151 |
|
|
2019
Q4 | $9K | Hold |
334
| – | – | ﹤0.01% | 2151 |
|
|
2019
Q3 | $9K | Hold |
334
| – | – | ﹤0.01% | 2151 |
|
|
2019
Q2 | $9K | Hold |
334
| – | – | ﹤0.01% | 2150 |
|
|
2019
Q1 | $9K | Sell |
334
-604,288
| -100% | -$9.96M | ﹤0.01% | 2150 |
|
|
2018
Q4 | $9.41M | Buy |
604,622
+233,090
| +63% | +$3.79M | 0.23% | 91 |
|
|
2018
Q3 | $6.6M | Buy |
371,532
+146,759
| +65% | +$2.79M | 0.17% | 132 |
|
|
2018
Q2 | $4.5M | Buy |
224,773
+39,259
| +21% | +$829K | 0.15% | 130 |
|
|
2018
Q1 | $3.99M | Buy |
185,514
+4,111
| +2% | +$87.7K | 0.16% | 114 |
|
|
2017
Q4 | $3.73M | Buy |
181,403
+4,654
| +3% | +$92.5K | 0.17% | 102 |
|
|
2017
Q3 | $3.35M | Sell |
176,749
-17,284
| -9% | -$320K | 0.16% | 102 |
|
|
2017
Q2 | $3.35M | Buy |
194,033
+2,232
| +1% | +$37.6K | 0.17% | 104 |
|
|
2017
Q1 | $3.15M | Buy |
191,801
+57,855
| +43% | +$921K | 0.18% | 110 |
|
|
2016
Q4 | $1.97M | Sell |
133,946
-42,683
| -24% | -$657K | 0.12% | 153 |
|
|
2016
Q3 | $2.88M | Sell |
176,629
-9,617
| -5% | -$156K | 0.2% | 128 |
|
|
2016
Q2 | $2.92M | Buy |
186,246
+22,953
| +14% | +$350K | 0.21% | 127 |
|
|
2016
Q1 | $2.51M | Buy |
163,293
+121,232
| +288% | +$1.74M | 0.22% | 121 |
|
|
2015
Q4 | $629K | Buy |
+42,061
| New | +$659K | 0.06% | 165 |
|
Other funds holding PIE
NC
MWM
PFS
Carson Wealth (CWM LLC)'s PIE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 2,461% in Q1 2026, buying an estimated $216K and bringing the position to 8,554 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.
Carson Wealth (CWM LLC) first reported a position in PIE in Q4 2015 and has held it in 41 quarters since. The position peaked at $9.41M in Q4 2018. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,554 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $223K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 8,220 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $216K.
- Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2647 holding.
- Carson Wealth (CWM LLC) first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2015 and has held it in 41 quarters since.
- Carson Wealth (CWM LLC)'s Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $9.41M in Q4 2018.
- 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.