Heirloom Wealth Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Heirloom Wealth 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
2026 Q1	$246K	Buy	+9,461	New	+$248K	0.04%	82

Other funds holding PIE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

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 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heirloom Wealth Management's PIE Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2026: 9,461 shares worth $246K. The stake represents 0.04% of the portfolio and ranks #82 among its holdings.

64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

Heirloom Wealth Management held 9,461 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $246K as of Q1 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF was a new Heirloom Wealth Management position in Q1 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.04% of Heirloom Wealth Management's portfolio in Q1 2026, its #82 holding.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.