GA
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Gateway Advisory’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Gateway Advisory’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
Q2 		– Sell
-429,303
Closed -$10M – 88
2022
Q1 		$10M Sell
429,303
-9,583
-2% -$231K 2.73% 6
2021
Q4 		$11.3M Sell
438,886
-4,002
-0.9% -$99.7K 2.41% 6
2021
Q3 		$10.8M Buy
442,888
+6,011
+1% +$155K 2.24% 6
2021
Q2 		$11.9M Buy
436,877
+5,280
+1% +$134K 2.54% 6
2021
Q1 		$10.4M Sell
431,597
-12,648
-3% -$310K 2.62% 6
2020
Q4 		$10.2M Buy
444,245
+11,488
+3% +$240K 2.21% 6
2020
Q3 		$8.34M Buy
+432,757
New +$8.47M 1.96% 6

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return