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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
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

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

MAI Capital Management's PIE Position: Q1 2026 in Review

MAI Capital Management held its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) position steady in Q1 2026 at 224 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3430.

MAI Capital Management first reported a position in PIE in Q2 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • MAI Capital Management held 224 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $5.84K as of Q1 2026.
  • MAI Capital Management left its Invesco Dorsey Wright Emerging Markets Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3430 holding.
  • MAI Capital Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.