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

MGB 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
2025 Q4	$47.3K	Hold	2,000	–	–	0.01%	265
2025 Q3	$48.8K	Hold	2,000	–	–	0.01%	267
2025 Q2	$41.9K	Buy	2,000 +750	+60%	+$14.2K	0.01%	265
2025 Q1	$22.7K	Sell	1,250 -1,250	-50%	-$23.6K	0.01%	267
2024 Q4	$48K	Hold	2,500	–	–	0.01%	240
2024 Q3	$51.5K	Hold	2,500	–	–	0.02%	235
2024 Q2	$54K	Hold	2,500	–	–	0.02%	233
2024 Q1	$52.1K	Hold	2,500	–	–	0.02%	225
2023 Q4	$49.2K	Buy	+2,500	New	+$46.6K	0.02%	220

Other funds holding PIE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MGB Wealth Management's PIE Position: Q4 2025 in Review

MGB Wealth Management held its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) position steady in Q4 2025 at 2,000 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #265.

MGB Wealth Management first reported a position in PIE in Q4 2023 and has held it in 9 quarters since. The position peaked at $54K in Q2 2024. 61 funds tracked by Wall St. Rank hold PIE as of Q4 2025.

MGB Wealth Management held 2,000 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $47.3K as of Q4 2025.
MGB Wealth Management left its Invesco Dorsey Wright Emerging Markets Momentum ETF share count unchanged in Q4 2025.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #265 holding.
MGB Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $54K in Q2 2024.
61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.