Comprehensive Financial Consultants Institutional’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-200	Closed	-$4K	–	394
2021 Q4	$4K	Buy	+200	New	+$4.98K	﹤0.01%	403

Other funds holding PIE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PIE Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2022, closing a stake of 200 shares — an estimated $4K sold.

Comprehensive Financial Consultants Institutional first reported a position in PIE in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 75 funds tracked by Wall St. Rank hold PIE as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 200 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2022, an estimated $4K.
Comprehensive Financial Consultants Institutional first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $4K in Q4 2021.
75 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.