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
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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Institute for Wealth Management's PIE Position: Q1 2022 in Review

Institute for Wealth Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2022, closing a stake of 7,811 shares — an estimated $202K sold.

Institute for Wealth Management first reported a position in PIE in Q2 2017 and held it in 10 quarters. The position peaked at $261K in Q4 2017. 75 funds tracked by Wall St. Rank hold PIE as of Q1 2022.

Institute for Wealth Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2022 after selling out during the quarter.
Institute for Wealth Management sold 7,811 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2022, an estimated $202K.
Institute for Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2017 and held it in 10 quarters.
Institute for Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $261K in Q4 2017.
75 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2022.

Based on Institute for Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.