Creative Financial Designs’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Creative Financial Designs’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	-1,626	Closed	-$27K	–	1336
2022 Q3	$27K	Buy	1,626 +218	+15%	+$4.02K	﹤0.01%	669
2022 Q2	$26K	Sell	1,408 -8	-0.6%	-$172	﹤0.01%	683
2022 Q1	$33K	Buy	1,416 +147	+12%	+$3.54K	0.01%	650
2021 Q4	$33K	Buy	1,269 +135	+12%	+$3.36K	0.01%	656
2021 Q3	$28K	Buy	1,134 +777	+218%	+$20.1K	﹤0.01%	779
2021 Q2	$10K	Buy	+357	New	+$9.05K	﹤0.01%	1028

Other funds holding PIE

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

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

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

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Creative Financial Designs's PIE Position: Q4 2022 in Review

Creative Financial Designs sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2022, closing a stake of 1,626 shares — an estimated $27K sold.

Creative Financial Designs first reported a position in PIE in Q2 2021 and held it in 6 quarters. The position peaked at $33K in Q1 2022. 69 funds tracked by Wall St. Rank hold PIE as of Q4 2022.

Creative Financial Designs reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 1,626 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2022, an estimated $27K.
Creative Financial Designs first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2021 and held it in 6 quarters.
Creative Financial Designs's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $33K in Q1 2022.
69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.