IA
PIE icon

IFG Advisory’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

IFG Advisory’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
-21,479
Closed -$522K – 509
2021
Q3 		$522K Buy
21,479
+598
+3% +$15.5K 0.06% 283
2021
Q2 		$571K Sell
20,881
-1,355
-6% -$34.3K 0.06% 268
2021
Q1 		$533K Buy
+22,236
New +$546K 0.07% 284

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 $262M AUM 19.65% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 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 $399M AUM 39.93% 1-Year Est. Return

IFG Advisory's PIE Position: Q4 2021 in Review

IFG Advisory sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2021, closing a stake of 21,479 shares — an estimated $522K sold.

IFG Advisory first reported a position in PIE in Q1 2021 and held it in 3 quarters. The position peaked at $571K in Q2 2021. 73 funds tracked by Wall St. Rank hold PIE as of Q4 2021.

  • IFG Advisory reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • IFG Advisory sold 21,479 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2021, an estimated $522K.
  • IFG Advisory first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2021 and held it in 3 quarters.
  • IFG Advisory's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $571K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2021.

Based on IFG Advisory's 13F filing for Q4 2021, filed 14 Feb 2022.