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

Monument 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
2023
Q4 		– Sell
-12,095
Closed -$224K – 196
2023
Q3 		$224K Sell
12,095
-3,088
-20% -$59.7K 0.08% 155
2023
Q2 		$288K Sell
15,183
-22,926
-60% -$425K 0.09% 134
2023
Q1 		$706K Sell
38,109
-7,134
-16% -$132K 0.24% 82
2022
Q4 		$805K Sell
45,243
-15,456
-25% -$265K 0.28% 84
2022
Q3 		$995K Sell
60,699
-49,755
-45% -$917K 0.37% 73
2022
Q2 		$2.08M Sell
110,454
-22,835
-17% -$491K 0.78% 30
2022
Q1 		$3.11M Sell
133,289
-8,935
-6% -$215K 1.01% 20
2021
Q4 		$3.67M Sell
142,224
-1,206
-0.8% -$30K 1.14% 21
2021
Q3 		$3.49M Sell
143,430
-3,684
-3% -$95.2K 1.19% 16
2021
Q2 		$4.02M Sell
147,114
-3,916
-3% -$99.3K 1.39% 12
2021
Q1 		$3.63M Sell
151,030
-2,852
-2% -$70K 1.45% 14
2020
Q4 		$3.52M Sell
153,882
-1,885
-1% -$39.4K 1.63% 11
2020
Q3 		$3M Sell
155,767
-28,937
-16% -$566K 1.58% 13
2020
Q2 		$3.33M Sell
184,704
-17,360
-9% -$286K 1.96% 7
2020
Q1 		$2.94M Buy
202,064
+3,398
+2% +$60.2K 2.12% 6
2019
Q4 		$3.8M Sell
198,666
-737
-0.4% -$13.7K 1.94% 7
2019
Q3 		$3.49M Buy
199,403
+3,515
+2% +$62.1K 1.89% 7
2019
Q2 		$3.49M Buy
195,888
+953
+0.5% +$16.2K 1.88% 7
2019
Q1 		$3.31M Buy
194,935
+1,178
+0.6% +$19.4K 1.89% 7
2018
Q4 		$3.02M Buy
193,757
+25,193
+15% +$409K 1.88% 6
2018
Q3 		$3M Buy
168,564
+19,569
+13% +$373K 1.68% 6
2018
Q2 		$2.98M Buy
+148,995
New +$3.15M 2.07% 6

Other funds holding PIE

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Monument Capital Management's PIE Position: Q4 2023 in Review

Monument Capital Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2023, closing a stake of 12,095 shares — an estimated $224K sold.

Monument Capital Management first reported a position in PIE in Q2 2018 and held it in 22 quarters. The position peaked at $4.02M in Q2 2021. 63 funds tracked by Wall St. Rank hold PIE as of Q4 2023.

  • Monument Capital Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Monument Capital Management sold 12,095 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2023, an estimated $224K.
  • Monument Capital Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2018 and held it in 22 quarters.
  • Monument Capital Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $4.02M in Q2 2021.
  • 63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2023.

Based on Monument Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.