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

IFP 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
2026 Q2	$26.4K	Buy	+790	New	+$24.5K	﹤0.01%	2801
2025 Q2	–	Sell	-92	Closed	-$1.67K	–	4995
2025 Q1	$1.67K	Buy	+92	New	+$1.74K	﹤0.01%	3196
2024 Q4	–	Sell	-345	Closed	-$7.11K	–	4647
2024 Q3	$7.11K	Buy	+345	New	+$7.11K	﹤0.01%	2554
2023 Q1	–	Sell	-762	Closed	-$17K	–	4159
2022 Q4	$17K	Buy	762 +1	+0.1%	+$17	﹤0.01%	3033
2022 Q3	$17K	Buy	761 +8	+1%	+$147	﹤0.01%	3249
2022 Q2	$16K	Hold	753	–	–	﹤0.01%	3043
2022 Q1	$16K	Buy	+753	New	+$18.2K	﹤0.01%	3043
2019 Q4	–	Sell	-1,473	Closed	-$27.3K	–	3043
2019 Q3	$25K	Buy	+1,473	New	+$26K	﹤0.01%	1673
2019 Q1	$13K	Buy	+740	New	+$12.2K	﹤0.01%	1508
2018 Q3	–	Sell	-394	Closed	-$8K	–	3972
2018 Q2	$8K	Hold	394	–	–	﹤0.01%	3040
2018 Q1	$8K	Hold	394	–	–	﹤0.01%	2935
2017 Q4	$8K	Buy	+394	New	+$7.83K	﹤0.01%	2980
2017 Q3	–	Sell	-195	Closed	-$3K	–	4166
2017 Q2	$3K	Hold	195	–	–	﹤0.01%	3634
2017 Q1	$3K	Hold	195	–	–	﹤0.01%	3551
2016 Q4	$3K	Sell	195 -755	-79%	-$11.6K	﹤0.01%	3532
2016 Q3	$16K	Sell	950 -4,999	-84%	-$81.2K	﹤0.01%	2544
2016 Q2	$93K	Buy	5,949 +5,209	+704%	+$79.4K	0.01%	1382
2016 Q1	$13K	Sell	740 -5,208	-88%	-$74.6K	﹤0.01%	1508
2015 Q4	$89K	Buy	+5,948	New	+$93.2K	0.01%	1245

Other funds holding PIE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

IFP Advisors's PIE Position: Q2 2026 in Review

IFP Advisors opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2026: 790 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #2801 among its holdings. This is a return to the name: IFP Advisors previously reported a position in PIE as recently as Q1 2025.

IFP Advisors first reported a position in PIE in Q4 2015 and has held it in 19 quarters since. The position peaked at $93K in Q2 2016. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

IFP Advisors held 790 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $26.4K as of Q2 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF was a new IFP Advisors position in Q2 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2801 holding.
IFP Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2015 and has held it in 19 quarters since.
IFP Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $93K in Q2 2016.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.