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

Creative Planning’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
2026 Q1	$205K	Buy	+7,862	New	+$206K	﹤0.01%	3720
2022 Q3	–	Sell	-187	Closed	-$4K	–	2414
2022 Q2	$4K	Buy	+187	New	+$4.02K	﹤0.01%	2234
2017 Q3	–	Sell	-59,079	Closed	-$1.02M	–	3202
2017 Q2	$1.02M	Sell	59,079 -21,522	-27%	-$363K	0.01%	679
2017 Q1	$1.32M	Buy	80,601 +79,847	+10,590%	+$1.27M	0.01%	566
2016 Q4	$11K	Sell	754 -4,174	-85%	-$64.3K	﹤0.01%	3493
2016 Q3	$80K	Buy	+4,928	New	+$80K	﹤0.01%	1996
2016 Q2	–	Sell	-24,000	Closed	-$369K	–	4468
2016 Q1	$369K	Buy	+24,000	New	+$344K	﹤0.01%	885
2015 Q2	–	Sell	-1,620	Closed	-$30K	–	2476
2015 Q1	$30K	Sell	1,620 -2,136	-57%	-$38.5K	﹤0.01%	2411
2014 Q4	$66K	Hold	3,756	–	–	﹤0.01%	1816
2014 Q3	$70K	Sell	3,756 -47,070	-93%	-$904K	﹤0.01%	1699
2014 Q2	$946K	Sell	50,826 -45,441	-47%	-$826K	0.01%	404
2014 Q1	$1.7M	Buy	96,267 +94,131	+4,407%	+$1.64M	0.03%	231
2013 Q4	$39K	Hold	2,136	–	–	﹤0.01%	1765
2013 Q3	$39K	Hold	2,136	–	–	﹤0.01%	1668
2013 Q2	$38K	Buy	+2,136	New	+$42.8K	﹤0.01%	1528

Other funds holding PIE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Creative Planning's PIE Position: Q1 2026 in Review

Creative Planning opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2026: 7,862 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #3720 among its holdings. This is a return to the name: Creative Planning previously reported a position in PIE as recently as Q2 2022.

Creative Planning first reported a position in PIE in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.7M in Q1 2014. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

Creative Planning held 7,862 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $205K as of Q1 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF was a new Creative Planning position in Q1 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3720 holding.
Creative Planning first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2013 and has held it in 15 quarters since.
Creative Planning's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1.7M in Q1 2014.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.