Dynamic Advisor Solutions’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Dynamic Advisor Solutions’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	-10,063	Closed	-$179K	–	790
2022 Q4	$179K	Sell	10,063 -1,618	-14%	-$27.7K	0.01%	676
2022 Q3	$191K	Buy	+11,681	New	+$215K	0.01%	633
2022 Q2	–	Sell	-8,974	Closed	-$210K	–	756
2022 Q1	$210K	Sell	8,974 -577	-6%	-$13.9K	0.01%	667
2021 Q4	$246K	Buy	9,551 +243	+3%	+$6.05K	0.02%	625
2021 Q3	$226K	Buy	+9,308	New	+$241K	0.02%	662
2020 Q4	–	Sell	-11,023	Closed	-$213K	–	709
2020 Q3	$213K	Buy	+11,023	New	+$216K	0.02%	511

Other funds holding PIE

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

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

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 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

Dynamic Advisor Solutions's PIE Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2023, closing a stake of 10,063 shares — an estimated $179K sold.

Dynamic Advisor Solutions first reported a position in PIE in Q3 2020 and held it in 6 quarters. The position peaked at $246K in Q4 2021. 66 funds tracked by Wall St. Rank hold PIE as of Q1 2023.

Dynamic Advisor Solutions reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 10,063 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2023, an estimated $179K.
Dynamic Advisor Solutions first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2020 and held it in 6 quarters.
Dynamic Advisor Solutions's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $246K in Q4 2021.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.