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MAI Capital Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

MAI Capital 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
Q2 		– Sell
-224
Closed -$5.84K – 3989
2026
Q1 		$5.84K Hold
224
– – ﹤0.01% 3430
2025
Q4 		$5.3K Buy
224
+2
+0.9% +$48 ﹤0.01% 3092
2025
Q3 		$5.42K Buy
222
+1
+0.5% +$23 ﹤0.01% 2989
2025
Q2 		$4.63K Buy
+221
New +$4.19K ﹤0.01% 3077

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

MAI Capital Management's PIE Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2026, closing a stake of 224 shares — an estimated $5.84K sold.

MAI Capital Management first reported a position in PIE in Q2 2025 and held it in 4 quarters. The position peaked at $5.84K in Q1 2026. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • MAI Capital Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 224 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $5.84K.
  • MAI Capital Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $5.84K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.