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Global Financial Private Client’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Global Financial Private Client’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
2020
Q1 		– Sell
-8,708
Closed -$167K – 552
2019
Q4 		$167K Buy
+8,708
New +$162K 0.14% 124

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $399M AUM 39.93% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Global Financial Private Client's PIE Position: Q1 2020 in Review

Global Financial Private Client sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2020, closing a stake of 8,708 shares — an estimated $167K sold.

Global Financial Private Client first reported a position in PIE in Q4 2019 and held it in 1 quarter. The position peaked at $167K in Q4 2019. 58 funds tracked by Wall St. Rank hold PIE as of Q1 2020.

  • Global Financial Private Client reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Global Financial Private Client sold 8,708 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2020, an estimated $167K.
  • Global Financial Private Client first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Global Financial Private Client's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $167K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2020.

Based on Global Financial Private Client's 13F filing for Q1 2020, filed 15 May 2024.