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Financial Gravity Asset Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		$0 Sell
16
-1,053
-99% -$19.5K ﹤0.01% 1628
2019
Q3 		$19K Sell
1,069
-841
-44% -$14.9K 0.02% 469
2019
Q2 		$34K Buy
+1,910
New +$32.4K 0.03% 394

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Financial Gravity Asset Management's PIE Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 99% in Q4 2019, selling an estimated $19.5K and leaving 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Financial Gravity Asset Management first reported a position in PIE in Q2 2019 and has held it in 3 quarters since. The position peaked at $34K in Q2 2019. 64 funds tracked by Wall St. Rank hold PIE as of Q4 2019.

  • Financial Gravity Asset Management held 16 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $0 as of Q4 2019.
  • Financial Gravity Asset Management sold 1,053 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2019, an estimated $19.5K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1628 holding.
  • Financial Gravity Asset Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2019 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $34K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.