Money Concepts Capital’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-831	Closed	-$14.8K	–	2212
2022 Q4	$14.8K	Buy	+831	New	+$14.2K	﹤0.01%	1827
2022 Q2	–	Sell	-911	Closed	-$21K	–	2294
2022 Q1	$21K	Buy	911 +831	+1,039%	+$20K	﹤0.01%	1595
2021 Q4	$2K	Buy	+80	New	+$1.99K	﹤0.01%	734
2021 Q1	$2K	Hold	80	–	–	﹤0.01%	693
2020 Q4	$2K	Buy	+80	New	+$1.67K	﹤0.01%	640

Other funds holding PIE

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Money Concepts Capital's PIE Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2023, closing a stake of 831 shares — an estimated $14.8K sold.

Money Concepts Capital first reported a position in PIE in Q4 2020 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 66 funds tracked by Wall St. Rank hold PIE as of Q1 2023.

Money Concepts Capital reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 831 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2023, an estimated $14.8K.
Money Concepts Capital first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2020 and held it in 5 quarters.
Money Concepts Capital's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $21K in Q1 2022.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.