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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
Q2 		– Sell
-9,461
Closed -$246K – 81
2026
Q1 		$246K Buy
+9,461
New +$248K 0.04% 82

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

Heirloom Wealth Management's PIE Position: Q2 2026 in Review

Heirloom Wealth Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2026, closing a stake of 9,461 shares — an estimated $246K sold.

Heirloom Wealth Management first reported a position in PIE in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • Heirloom Wealth Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 9,461 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $246K.
  • Heirloom Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $246K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.