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

Fortis 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
2023
Q2 		– Sell
-1,160
Closed -$21.5K – 205
2023
Q1 		$21.5K Buy
1,160
+4
+0.3% +$74 0.01% 178
2022
Q4 		$20.6K Buy
1,156
+4
+0.3% +$69 0.02% 182
2022
Q3 		$19K Buy
1,152
+35
+3% +$645 0.01% 182
2022
Q2 		$21K Buy
1,117
+1
+0.1% +$22 0.01% 197
2022
Q1 		$26K Buy
1,116
+6
+0.5% +$145 0.01% 206
2021
Q4 		$29K Buy
1,110
+7
+0.6% +$174 0.02% 184
2021
Q3 		$27K Sell
1,103
-11,024
-91% -$285K 0.02% 194
2021
Q2 		$332K Hold
12,127
– – 0.19% 75
2021
Q1 		$291K Buy
12,127
+5
+0% +$123 0.21% 68
2020
Q4 		$277K Buy
12,122
+9
+0.1% +$188 0.24% 48
2020
Q3 		$234K Buy
12,113
+2
+0% +$39 0.22% 47
2020
Q2 		$218K Sell
12,111
-13,253
-52% -$218K 0.22% 53
2020
Q1 		$370K Sell
25,364
-9,717
-28% -$172K 0.25% 45
2019
Q4 		$672K Sell
35,081
-19,790
-36% -$367K 0.41% 39
2019
Q3 		$960K Sell
54,871
-1,035
-2% -$18.3K 0.45% 28
2019
Q2 		$991K Buy
55,906
+601
+1% +$10.2K 0.48% 27
2019
Q1 		$940K Sell
55,305
-23,483
-30% -$387K 0.49% 26
2018
Q4 		$1.23M Sell
78,788
-53,496
-40% -$870K 0.74% 22
2018
Q3 		$2.35M Sell
132,284
-9,522
-7% -$181K 1.32% 16
2018
Q2 		$2.84M Sell
141,806
-936
-0.7% -$19.8K 1.63% 13
2018
Q1 		$3.07M Buy
142,742
+66,455
+87% +$1.42M 1.69% 11
2017
Q4 		$1.57M Buy
76,287
+17,916
+31% +$356K 0.96% 14
2017
Q3 		$1.11M Buy
58,371
+13,540
+30% +$251K 0.77% 17
2017
Q2 		$774K Buy
44,831
+5,132
+13% +$86.6K 0.6% 23
2017
Q1 		$651K Buy
39,699
+9,882
+33% +$157K 0.59% 23
2016
Q4 		$440K Buy
+29,817
New +$459K 0.47% 16

Other funds holding PIE

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $299M AUM 22.87% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Fortis Advisors's PIE Position: Q2 2023 in Review

Fortis Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2023, closing a stake of 1,160 shares — an estimated $21.5K sold.

Fortis Advisors first reported a position in PIE in Q4 2016 and held it in 26 quarters. The position peaked at $3.07M in Q1 2018. 62 funds tracked by Wall St. Rank hold PIE as of Q2 2023.

  • Fortis Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 1,160 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2023, an estimated $21.5K.
  • Fortis Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2016 and held it in 26 quarters.
  • Fortis Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $3.07M in Q1 2018.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.