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Colonial Trust’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Colonial Trust’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
Q4 		– Sell
-852
Closed -$17.6K – 1346
2024
Q3 		$17.6K Hold
852
– – ﹤0.01% 739
2024
Q2 		$18.2K Buy
852
+280
+49% +$5.97K ﹤0.01% 691
2024
Q1 		$11.6K Hold
572
– – ﹤0.01% 746
2023
Q4 		$11.2K Hold
572
– – ﹤0.01% 712
2023
Q3 		$10.9K Buy
+572
New +$11.1K ﹤0.01% 698

Other funds holding PIE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Colonial Trust's PIE Position: Q4 2024 in Review

Colonial Trust sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2024, closing a stake of 852 shares — an estimated $17.6K sold.

Colonial Trust first reported a position in PIE in Q3 2023 and held it in 5 quarters. The position peaked at $18.2K in Q2 2024. 56 funds tracked by Wall St. Rank hold PIE as of Q4 2024.

  • Colonial Trust reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust sold 852 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2024, an estimated $17.6K.
  • Colonial Trust first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2023 and held it in 5 quarters.
  • Colonial Trust's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $18.2K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2024.

Based on Colonial Trust's 13F filing for Q4 2024, filed 14 Feb 2025.