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Highline Wealth Partners’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Highline Wealth Partners’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
2024
Q3 		– Sell
-200
Closed -$4.27K – 626
2024
Q2 		$4.27K Hold
200
– – ﹤0.01% 307
2024
Q1 		$4.17K Buy
+200
New +$4K ﹤0.01% 286

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $172M AUM 10.38% 1-Year Est. Return

Highline Wealth Partners's PIE Position: Q3 2024 in Review

Highline Wealth Partners sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2024, closing a stake of 200 shares — an estimated $4.27K sold.

Highline Wealth Partners first reported a position in PIE in Q1 2024 and held it in 2 quarters. The position peaked at $4.27K in Q2 2024. 62 funds tracked by Wall St. Rank hold PIE as of Q3 2024.

  • Highline Wealth Partners reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 200 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2024, an estimated $4.27K.
  • Highline Wealth Partners first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2024 and held it in 2 quarters.
  • Highline Wealth Partners's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $4.27K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2024.

Based on Highline Wealth Partners's 13F filing for Q3 2024, filed 25 Oct 2024.