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

MorganRosel 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
2026
Q1 		$952K Sell
36,590
-11,713
-24% -$307K 0.38% 44
2025
Q4 		$1.14M Buy
48,303
+4,650
+11% +$112K 0.29% 54
2025
Q3 		$1.07M Buy
43,653
+2,543
+6% +$57.5K 0.28% 59
2025
Q2 		$861K Buy
41,110
+1,895
+5% +$35.9K 0.23% 65
2025
Q1 		$713K Buy
39,215
+4,054
+12% +$76.5K 0.22% 67
2024
Q4 		$676K Buy
35,161
+2,994
+9% +$60K 0.22% 73
2024
Q3 		$663K Buy
32,167
+1,036
+3% +$21.3K 0.22% 73
2024
Q2 		$665K Buy
31,131
+364
+1% +$7.77K 0.23% 72
2024
Q1 		$641K Buy
30,767
+1,200
+4% +$24K 0.23% 72
2023
Q4 		$582K Sell
29,567
-32
-0.1% -$597 0.23% 70
2023
Q3 		$549K Sell
29,599
-686
-2% -$13.3K 0.23% 71
2023
Q2 		$575K Sell
30,285
-480
-2% -$8.9K 0.23% 69
2023
Q1 		$570K Sell
30,765
-1,781
-5% -$32.9K 0.24% 69
2022
Q4 		$579K Buy
32,546
+4,278
+15% +$73.3K 0.27% 68
2022
Q3 		$463K Sell
28,268
-2,860
-9% -$52.7K 0.23% 71
2022
Q2 		$586K Sell
31,128
-1,292
-4% -$27.8K 0.31% 59
2022
Q1 		$757K Sell
32,420
-1,362
-4% -$32.8K 0.37% 55
2021
Q4 		$872K Sell
33,782
-185,432
-85% -$4.62M 0.42% 48
2021
Q3 		$5.33M Buy
219,214
+8,653
+4% +$224K 2.91% 8
2021
Q2 		$5.76M Buy
210,561
+4,427
+2% +$112K 3.23% 6
2021
Q1 		$4.95M Buy
206,134
+18,408
+10% +$452K 3.12% 7
2020
Q4 		$4.29M Buy
187,726
+4,164
+2% +$87.1K 3.02% 7
2020
Q3 		$3.54M Buy
183,562
+134,106
+271% +$2.63M 2.85% 8
2020
Q2 		$890K Sell
49,456
-10,432
-17% -$172K 0.82% 21
2020
Q1 		$873K Sell
59,888
-1,132
-2% -$20.1K 1% 16
2019
Q4 		$1.17M Buy
61,020
+793
+1% +$14.7K 0.89% 19
2019
Q3 		$1.05M Sell
60,227
-3,244
-5% -$57.3K 0.87% 19
2019
Q2 		$1.13M Sell
63,471
-2,731
-4% -$46.3K 0.93% 19
2019
Q1 		$1.13M Sell
66,202
-1,565
-2% -$25.8K 0.95% 19
2018
Q4 		$1.05M Buy
+67,767
New +$1.1M 1.09% 17

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

MorganRosel Wealth Management's PIE Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 24% in Q1 2026, selling an estimated $307K and leaving 36,590 shares worth $952K. The position accounts for 0.38% of the portfolio, ranked #44.

MorganRosel Wealth Management first reported a position in PIE in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.76M in Q2 2021. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • MorganRosel Wealth Management held 36,590 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $952K as of Q1 2026.
  • MorganRosel Wealth Management sold 11,713 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $307K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.38% of MorganRosel Wealth Management's portfolio in Q1 2026, its #44 holding.
  • MorganRosel Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2018 and has held it in 30 quarters since.
  • MorganRosel Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $5.76M in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.