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

Institute for 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	$193K	Buy	+5,766	New	+$179K	0.02%	529
2022 Q1	–	Sell	-7,811	Closed	-$202K	–	560
2021 Q4	$202K	Buy	+7,811	New	+$195K	0.03%	473
2021 Q3	–	Sell	-7,811	Closed	-$214K	–	500
2021 Q2	$214K	Buy	+7,811	New	+$198K	0.04%	450
2020 Q1	–	Sell	-10,721	Closed	-$205K	–	595
2019 Q4	$205K	Hold	10,721	–	–	0.05%	418
2019 Q3	$188K	Hold	10,721	–	–	0.05%	398
2019 Q2	$190K	Sell	10,721 -733	-6%	-$12.4K	0.04%	443
2019 Q1	$195K	Hold	11,454	–	–	0.04%	419
2018 Q4	$178K	Buy	+11,454	New	+$186K	0.07%	245
2018 Q1	–	Sell	-12,624	Closed	-$261K	–	364
2017 Q4	$261K	Hold	12,624	–	–	0.06%	321
2017 Q3	$238K	Hold	12,624	–	–	0.08%	237
2017 Q2	$219K	Buy	+12,624	New	+$213K	0.06%	362

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

Institute for Wealth Management's PIE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2026: 5,766 shares worth $193K. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PIE as recently as Q4 2021.

Institute for Wealth Management first reported a position in PIE in Q2 2017 and has held it in 11 quarters since. The position peaked at $261K in Q4 2017. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

Institute for Wealth Management held 5,766 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $193K as of Q2 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #529 holding.
Institute for Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2017 and has held it in 11 quarters since.
Institute for Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $261K in Q4 2017.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.