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EP Wealth Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

EP Wealth Advisors’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
Q1 		$390K Hold
14,983
– – ﹤0.01% 1017
2025
Q4 		$354K Buy
+14,983
New +$362K ﹤0.01% 1042
2025
Q2 		$323K Hold
15,448
– – ﹤0.01% 975
2025
Q1 		$281K Sell
15,448
-3,456
-18% -$65.2K ﹤0.01% 945
2024
Q4 		$363K Sell
18,904
-272
-1% -$5.46K ﹤0.01% 795
2024
Q3 		$395K Sell
19,176
-378
-2% -$7.79K ﹤0.01% 763
2024
Q2 		$417K Sell
19,554
-702
-3% -$15K ﹤0.01% 576
2024
Q1 		$422K Buy
20,256
+702
+4% +$14K ﹤0.01% 553
2023
Q4 		$385K Hold
19,554
– – ﹤0.01% 557
2023
Q3 		$363K Buy
19,554
+12,626
+182% +$244K 0.01% 522
2023
Q2 		$371K Sell
6,928
-12,860
-65% -$238K 0.01% 523
2023
Q1 		$306K Buy
19,788
+234
+1% +$4.32K 0.01% 485
2022
Q4 		$348K Sell
19,554
-351
-2% -$6.01K 0.01% 437
2022
Q3 		$326K Hold
19,905
– – 0.01% 299
2022
Q2 		$375K Sell
19,905
-70
-0.4% -$1.5K 0.01% 435
2022
Q1 		$467K Sell
19,975
-1,534
-7% -$37K 0.01% 393
2021
Q4 		$555K Sell
21,509
-685
-3% -$17.1K 0.01% 335
2021
Q3 		$540K Hold
22,194
– – 0.01% 319
2021
Q2 		$607K Sell
22,194
-19,567
-47% -$496K 0.02% 306
2021
Q1 		$1M Sell
41,761
-265
-0.6% -$6.5K 0.03% 226
2020
Q4 		$961K Sell
42,026
-875
-2% -$18.3K 0.03% 191
2020
Q3 		$827K Buy
42,901
+620
+1% +$12.1K 0.04% 175
2020
Q2 		$761K Sell
42,281
-23,615
-36% -$389K 0.03% 202
2020
Q1 		$960K Sell
65,896
-2,719
-4% -$48.2K 0.05% 170
2019
Q4 		$1.31M Sell
68,615
-1,270
-2% -$23.6K 0.05% 160
2019
Q3 		$1.22M Buy
69,885
+107
+0.2% +$1.89K 0.06% 132
2019
Q2 		$1.24M Buy
69,778
+17,234
+33% +$292K 0.08% 110
2019
Q1 		$893K Buy
+52,544
New +$866K 0.09% 122
2018
Q2 		– Sell
-51,334
Closed -$1.1M – 210
2018
Q1 		$1.1M Sell
51,334
-19,648
-28% -$419K 0.11% 90
2017
Q4 		$1.46M Sell
70,982
-30,140
-30% -$599K 0.15% 61
2017
Q3 		$1.92M Sell
101,122
-32,334
-24% -$598K 0.22% 54
2017
Q2 		$2.3M Buy
+133,456
New +$2.25M 0.28% 54

Other funds holding PIE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's PIE Position: Q1 2026 in Review

EP Wealth Advisors held its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) position steady in Q1 2026 at 14,983 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

EP Wealth Advisors first reported a position in PIE in Q2 2017 and has held it in 32 quarters since. The position peaked at $2.3M in Q2 2017. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • EP Wealth Advisors held 14,983 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $390K as of Q1 2026.
  • EP Wealth Advisors left its Invesco Dorsey Wright Emerging Markets Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1017 holding.
  • EP Wealth Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2017 and has held it in 32 quarters since.
  • EP Wealth Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $2.3M in Q2 2017.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.