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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 		$536K Buy
+16,039
New +$498K ﹤0.01% 1735

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
NC
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 $299M AUM 22.87% 1-Year Est. Return
UBS Group
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

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: 16,039 shares worth $536K. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings.

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

  • Integrated Wealth Concepts held 16,039 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $536K 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 #1735 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.