Kelly Financial Services’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-27	Closed	-$575	–	572
2024 Q2	$575	Hold	27	–	–	﹤0.01%	697
2024 Q1	$561	Sell	27 -188	-87%	-$3.76K	﹤0.01%	713
2023 Q4	$4.23K	Buy	215 +1	+0.5%	+$19	﹤0.01%	488
2023 Q3	$3.97K	Sell	214 -17	-7%	-$329	﹤0.01%	476
2023 Q2	$4.38K	Buy	231 +1	+0.4%	+$19	﹤0.01%	461
2023 Q1	$4.26K	Buy	+230	New	+$4.25K	﹤0.01%	447

Other funds holding PIE

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

MWM

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RJA

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

NWMG

Nicholson Wealth Management Group Charlestown, South Carolina $172M AUM 10.38% 1-Year Est. Return

Kelly Financial Services's PIE Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2024, closing a stake of 27 shares — an estimated $575 sold.

Kelly Financial Services first reported a position in PIE in Q1 2023 and held it in 6 quarters. The position peaked at $4.38K in Q2 2023. 62 funds tracked by Wall St. Rank hold PIE as of Q3 2024.

Kelly Financial Services reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 27 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2024, an estimated $575.
Kelly Financial Services first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2023 and held it in 6 quarters.
Kelly Financial Services's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $4.38K in Q2 2023.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.