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Custom Portfolio Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$7.58K Hold
419
– – 0.01% 181
2024
Q1 		$7.39K Hold
419
– – 0.01% 182
2023
Q4 		$6.99K Buy
+419
New +$7.81K 0.01% 177

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Custom Portfolio Group's PIE Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) position steady in Q2 2024 at 419 shares worth $7.58K. The position accounts for 0.01% of the portfolio, ranked #181.

Custom Portfolio Group first reported a position in PIE in Q4 2023 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold PIE as of Q2 2024.

  • Custom Portfolio Group held 419 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $7.58K as of Q2 2024.
  • Custom Portfolio Group left its Invesco Dorsey Wright Emerging Markets Momentum ETF share count unchanged in Q2 2024.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #181 holding.
  • Custom Portfolio Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2023 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.