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 Q2	$267K	Buy	8,003 +141	+2%	+$4.38K	﹤0.01%	3666
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS

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

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

Creative Planning's PIE Position: Q2 2026 in Review

Creative Planning increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 1.8% in Q2 2026, buying an estimated $4.38K and bringing the position to 8,003 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

Creative Planning first reported a position in PIE in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.7M in Q1 2014. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

Creative Planning held 8,003 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $267K as of Q2 2026.
Creative Planning bought 141 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $4.38K.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3666 holding.
Creative Planning first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2013 and has held it in 16 quarters since.
Creative Planning's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1.7M in Q1 2014.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.