KWM
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Kingsview Wealth Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Kingsview 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
2026
Q1 		$506K Sell
19,427
-1,183
-6% -$31.1K 0.01% 897
2025
Q4 		$487K Sell
20,610
-6,962
-25% -$168K 0.01% 852
2025
Q3 		$673K Sell
27,572
-394
-1% -$8.91K 0.01% 713
2025
Q2 		$586K Sell
27,966
-178
-0.6% -$3.38K 0.01% 718
2025
Q1 		$512K Sell
28,144
-522
-2% -$9.85K 0.01% 717
2024
Q4 		$551K Sell
28,666
-251
-0.9% -$5.03K 0.01% 708
2024
Q3 		$596K Sell
28,917
-15,194
-34% -$313K 0.01% 657
2024
Q2 		$942K Sell
44,111
-769
-2% -$16.4K 0.02% 527
2024
Q1 		$935K Buy
44,880
+816
+2% +$16.3K 0.02% 515
2023
Q4 		$868K Sell
44,064
-4,605
-9% -$85.9K 0.03% 507
2023
Q3 		$903K Sell
48,669
-579
-1% -$11.2K 0.03% 461
2023
Q2 		$934K Sell
49,248
-1,106
-2% -$20.5K 0.04% 430
2023
Q1 		$933K Sell
50,354
-1,222
-2% -$22.6K 0.04% 423
2022
Q4 		$917K Buy
51,576
+434
+0.8% +$7.44K 0.04% 361
2022
Q3 		$838K Buy
51,142
+10,565
+26% +$195K 0.04% 369
2022
Q2 		$763K Buy
40,577
+355
+0.9% +$7.63K 0.04% 433
2022
Q1 		$940K Sell
40,222
-2,321
-5% -$56K 0.04% 415
2021
Q4 		$1.1M Buy
42,543
+161
+0.4% +$4.01K 0.05% 364
2021
Q3 		$1.03M Sell
42,382
-2,143
-5% -$55.4K 0.05% 371
2021
Q2 		$1.23M Sell
44,525
-1,243
-3% -$31.5K 0.06% 320
2021
Q1 		$1.11M Sell
45,768
-3,796
-8% -$93.2K 0.06% 306
2020
Q4 		$1.13M Sell
49,564
-54
-0.1% -$1.13K 0.08% 251
2020
Q3 		$957K Sell
49,618
-3,191
-6% -$62.5K 0.09% 233
2020
Q2 		$951K Buy
52,809
+4,424
+9% +$72.8K 0.1% 212
2020
Q1 		$705K Sell
48,385
-478
-1% -$8.47K 0.1% 221
2019
Q4 		$936K Sell
48,863
-1,796
-4% -$33.3K 0.12% 201
2019
Q3 		$887K Sell
50,659
-2,695
-5% -$47.6K 0.14% 169
2019
Q2 		$946K Sell
53,354
-302
-0.6% -$5.12K 0.16% 158
2019
Q1 		$912K Buy
53,656
+8,761
+20% +$144K 0.14% 190
2018
Q4 		$699K Buy
44,895
+16,078
+56% +$261K 0.15% 176
2018
Q3 		$512K Buy
28,817
+7,798
+37% +$148K 0.1% 219
2018
Q2 		$421K Buy
21,019
+634
+3% +$13.4K 0.1% 214
2018
Q1 		$438K Buy
20,385
+1,005
+5% +$21.4K 0.11% 215
2017
Q4 		$398K Buy
19,380
+487
+3% +$9.68K 0.14% 200
2017
Q3 		$359K Sell
18,893
-1,377
-7% -$25.5K 0.16% 181
2017
Q2 		$350K Buy
20,270
+2,827
+16% +$47.7K 0.18% 162
2017
Q1 		$286K Buy
+17,443
New +$278K 0.17% 182

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

Kingsview Wealth Management's PIE Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 5.7% in Q1 2026, selling an estimated $31.1K and leaving 19,427 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #897.

Kingsview Wealth Management first reported a position in PIE in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.23M in Q2 2021. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • Kingsview Wealth Management held 19,427 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $506K as of Q1 2026.
  • Kingsview Wealth Management sold 1,183 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $31.1K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #897 holding.
  • Kingsview Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1.23M in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.