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

Guidance Point 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
2021
Q4 		– Sell
-415
Closed -$10K – 322
2021
Q3 		$10K Buy
+415
New +$10.7K ﹤0.01% 253

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Guidance Point Advisors's PIE Position: Q4 2021 in Review

Guidance Point Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2021, closing a stake of 415 shares — an estimated $10K sold.

Guidance Point Advisors first reported a position in PIE in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 73 funds tracked by Wall St. Rank hold PIE as of Q4 2021.

  • Guidance Point Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 415 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2021, an estimated $10K.
  • Guidance Point Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $10K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.