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Kestra Advisory Services’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Kestra Advisory 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
2026
Q1 		– Sell
-3,451
Closed -$81.6K – 4062
2025
Q4 		$81.6K Buy
+3,451
New +$83.3K ﹤0.01% 3589
2024
Q1 		– Sell
-12,049
Closed -$237K – 2516
2023
Q4 		$237K Sell
12,049
-1,740
-13% -$32.4K ﹤0.01% 2001
2023
Q3 		$256K Buy
13,789
+651
+5% +$12.6K ﹤0.01% 1773
2023
Q2 		$249K Buy
13,138
+896
+7% +$16.6K ﹤0.01% 1763
2023
Q1 		$227K Buy
12,242
+33
+0.3% +$609 ﹤0.01% 1752
2022
Q4 		$217K Sell
12,209
-577
-5% -$9.89K ﹤0.01% 1967
2022
Q3 		$210K Sell
12,786
-600
-4% -$11.1K ﹤0.01% 1854
2022
Q2 		$252K Buy
13,386
+462
+4% +$9.94K ﹤0.01% 1742
2022
Q1 		$302K Buy
12,924
+636
+5% +$15.3K ﹤0.01% 1590
2021
Q4 		$317K Sell
12,288
-37
-0.3% -$921 ﹤0.01% 1575
2021
Q3 		$300K Buy
12,325
+442
+4% +$11.4K ﹤0.01% 1667
2021
Q2 		$325K Sell
11,883
-81
-0.7% -$2.05K ﹤0.01% 1526
2021
Q1 		$287K Buy
11,964
+173
+1% +$4.25K ﹤0.01% 1487
2020
Q4 		$270K Buy
11,791
+259
+2% +$5.42K ﹤0.01% 1523
2020
Q3 		$222K Buy
+11,532
New +$226K ﹤0.01% 1249

Other funds holding PIE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's PIE Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2026, closing a stake of 3,451 shares — an estimated $81.6K sold.

Kestra Advisory Services first reported a position in PIE in Q3 2020 and held it in 15 quarters. The position peaked at $325K in Q2 2021. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,451 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $81.6K.
  • Kestra Advisory Services first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2020 and held it in 15 quarters.
  • Kestra Advisory Services's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $325K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.