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Colony Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Colony Group’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
2022
Q4 		– Sell
-13,202
Closed -$216K – 876
2022
Q3 		$216K Sell
13,202
-1,352
-9% -$24.9K ﹤0.01% 723
2022
Q2 		$274K Sell
14,554
-18,400
-56% -$396K ﹤0.01% 712
2022
Q1 		$770K Hold
32,954
– – 0.01% 535
2021
Q4 		$850K Buy
+32,954
New +$821K 0.01% 481

Other funds holding PIE

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Colony Group's PIE Position: Q4 2022 in Review

Colony Group sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2022, closing a stake of 13,202 shares — an estimated $216K sold.

Colony Group first reported a position in PIE in Q4 2021 and held it in 4 quarters. The position peaked at $850K in Q4 2021. 69 funds tracked by Wall St. Rank hold PIE as of Q4 2022.

  • Colony Group reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Colony Group sold 13,202 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2022, an estimated $216K.
  • Colony Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2021 and held it in 4 quarters.
  • Colony Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $850K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2022.

Based on Colony Group's 13F filing for Q4 2022, filed 14 Feb 2023.