EH
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Equitable Holdings’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Equitable Holdings’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
Q2 		$972K Sell
29,096
-645
-2% -$20K 0.01% 1024
2026
Q1 		$703K Sell
29,741
-868
-3% -$22.8K ﹤0.01% 1114
2025
Q4 		$724K Sell
30,609
-226
-0.7% -$5.45K ﹤0.01% 971
2025
Q3 		$752K Buy
30,835
+3,267
+12% +$73.9K 0.01% 937
2025
Q2 		$577K Buy
+27,568
New +$523K ﹤0.01% 962
2024
Q3 		– Sell
-13,398
Closed -$286K – 1296
2024
Q2 		$286K Buy
13,398
+336
+3% +$7.17K ﹤0.01% 1005
2024
Q1 		$272K Buy
13,062
+2,252
+21% +$45K ﹤0.01% 981
2023
Q4 		$213K Buy
10,810
+405
+4% +$7.55K ﹤0.01% 1051
2023
Q3 		$193K Buy
+10,405
New +$201K ﹤0.01% 1012

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

Equitable Holdings's PIE Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 2.2% in Q2 2026, selling an estimated $20K and leaving 29,096 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #1024.

Equitable Holdings first reported a position in PIE in Q3 2023 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • Equitable Holdings held 29,096 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $972K as of Q2 2026.
  • Equitable Holdings sold 645 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $20K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1024 holding.
  • Equitable Holdings first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2023 and has held it in 9 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.