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M Holdings Securities’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

M Holdings Securities’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
2025
Q4 		– Sell
-39,217
Closed -$957K – 300
2025
Q3 		$957K Sell
39,217
-372,487
-90% -$8.42M 0.2% 60
2025
Q2 		$8.62M Buy
411,704
+34,174
+9% +$648K 1.48% 16
2025
Q1 		$6.86M Buy
377,530
+39,462
+12% +$744K 1.14% 17
2024
Q4 		$6.5M Buy
338,068
+863
+0.3% +$17.3K 1.05% 23
2024
Q3 		$6.95M Buy
337,205
+59,929
+22% +$1.23M 1.75% 12
2024
Q2 		$5.92M Buy
277,276
+36,946
+15% +$788K 0.77% 27
2024
Q1 		$5.01M Buy
240,330
+61,622
+34% +$1.23M 0.84% 24
2023
Q4 		$3.52M Buy
178,708
+57,413
+47% +$1.07M 0.4% 53
2023
Q3 		$2.25M Buy
121,295
+109,772
+953% +$2.12M 0.3% 64
2023
Q2 		$219K Sell
11,523
-41,273
-78% -$765K 0.05% 181
2023
Q1 		$978K Buy
52,796
+30,381
+136% +$561K 0.1% 157
2022
Q4 		$399K Buy
+22,415
New +$384K 0.04% 293

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
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

M Holdings Securities's PIE Position: Q4 2025 in Review

M Holdings Securities sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2025, closing a stake of 39,217 shares — an estimated $957K sold.

M Holdings Securities first reported a position in PIE in Q4 2022 and held it in 12 quarters. The position peaked at $8.62M in Q2 2025. 61 funds tracked by Wall St. Rank hold PIE as of Q4 2025.

  • M Holdings Securities reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • M Holdings Securities sold 39,217 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2025, an estimated $957K.
  • M Holdings Securities first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2022 and held it in 12 quarters.
  • M Holdings Securities's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $8.62M in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2025.

Based on M Holdings Securities's 13F filing for Q4 2025, filed 11 Feb 2026.