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

Daymark 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
Q4 		– Sell
-12,191
Closed -$226K – 408
2023
Q3 		$226K Hold
12,191
– – 0.02% 344
2023
Q2 		$231K Hold
12,191
– – 0.02% 333
2023
Q1 		$226K Buy
+12,191
New +$225K 0.03% 268

Other funds holding PIE

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Daymark Wealth Partners's PIE Position: Q4 2023 in Review

Daymark Wealth Partners sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2023, closing a stake of 12,191 shares — an estimated $226K sold.

Daymark Wealth Partners first reported a position in PIE in Q1 2023 and held it in 3 quarters. The position peaked at $231K in Q2 2023. 63 funds tracked by Wall St. Rank hold PIE as of Q4 2023.

  • Daymark Wealth Partners reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Daymark Wealth Partners sold 12,191 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2023, an estimated $226K.
  • Daymark Wealth Partners first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2023 and held it in 3 quarters.
  • Daymark Wealth Partners's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $231K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2023.

Based on Daymark Wealth Partners's 13F filing for Q4 2023, filed 9 Jan 2024.