Integrated Wealth Concepts
PIE icon

Integrated Wealth Concepts’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Integrated Wealth Concepts’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 		$268K Buy
+8,020
New +$249K ﹤0.01% 2049

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Integrated Wealth Concepts's PIE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2026: 8,020 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #2049 among its holdings.

76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • Integrated Wealth Concepts held 8,020 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $268K as of Q2 2026.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2049 holding.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.