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

Cyndeo Wealth Partners’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
2023
Q1 		– Sell
-11,623
Closed -$207K – 331
2022
Q4 		$207K Buy
+11,623
New +$199K 0.02% 300

Other funds holding PIE

NC
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cyndeo Wealth Partners's PIE Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2023, closing a stake of 11,623 shares — an estimated $207K sold.

Cyndeo Wealth Partners first reported a position in PIE in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 66 funds tracked by Wall St. Rank hold PIE as of Q1 2023.

  • Cyndeo Wealth Partners reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 11,623 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2023, an estimated $207K.
  • Cyndeo Wealth Partners first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $207K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.