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

Connectus Wealth’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
Q3 		– Sell
-17,174
Closed -$323K – 532
2022
Q2 		$323K Buy
+17,174
New +$369K 0.01% 375

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Connectus Wealth's PIE Position: Q3 2022 in Review

Connectus Wealth sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2022, closing a stake of 17,174 shares — an estimated $323K sold.

Connectus Wealth first reported a position in PIE in Q2 2022 and held it in 1 quarter. The position peaked at $323K in Q2 2022. 72 funds tracked by Wall St. Rank hold PIE as of Q3 2022.

  • Connectus Wealth reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 17,174 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2022, an estimated $323K.
  • Connectus Wealth first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Connectus Wealth's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $323K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.