Freedom Investment Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Freedom Investment 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
2022 Q4	–	Sell	-41,280	Closed	-$677K	–	769
2022 Q3	$677K	Buy	+41,280	New	+$761K	0.08%	329
2021 Q2	–	Sell	-610,460	Closed	-$14.7M	–	906
2021 Q1	$14.7M	Buy	+610,460	New	+$15M	1.14%	11
2018 Q3	–	Sell	-13,997	Closed	-$280K	–	956
2018 Q2	$280K	Buy	+13,997	New	+$296K	0.02%	783
2018 Q1	–	Sell	-13,224	Closed	-$272K	–	1190
2017 Q4	$272K	Sell	13,224 -41,432	-76%	-$824K	0.01%	925
2017 Q3	$1.04M	Buy	+54,656	New	+$1.01M	0.06%	323
2017 Q2	–	Sell	-88,326	Closed	-$1.45M	–	1112
2017 Q1	$1.45M	Buy	+88,326	New	+$1.41M	0.08%	197
2016 Q3	–	Sell	-28,333	Closed	-$445K	–	934
2016 Q2	$445K	Buy	+28,333	New	+$432K	0.03%	455

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

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

Freedom Investment Management's PIE Position: Q4 2022 in Review

Freedom Investment Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2022, closing a stake of 41,280 shares — an estimated $677K sold.

Freedom Investment Management first reported a position in PIE in Q2 2016 and held it in 7 quarters. The position peaked at $14.7M in Q1 2021. 69 funds tracked by Wall St. Rank hold PIE as of Q4 2022.

Freedom Investment Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2022 after selling out during the quarter.
Freedom Investment Management sold 41,280 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2022, an estimated $677K.
Freedom Investment Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2016 and held it in 7 quarters.
Freedom Investment Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $14.7M in Q1 2021.
69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.