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 Q2	$1.27M	Buy	37,894 +1,304	+4%	+$40.5K	0.43%	43
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

MorganRosel Wealth Management's PIE Position: Q2 2026 in Review

MorganRosel Wealth Management increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 3.6% in Q2 2026, buying an estimated $40.5K and bringing the position to 37,894 shares worth $1.27M. The position accounts for 0.43% of the portfolio, ranked #43.

MorganRosel Wealth Management first reported a position in PIE in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.76M in Q2 2021. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

MorganRosel Wealth Management held 37,894 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $1.27M as of Q2 2026.
MorganRosel Wealth Management bought 1,304 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $40.5K.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.43% of MorganRosel Wealth Management's portfolio in Q2 2026, its #43 holding.
MorganRosel Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2018 and has held it in 31 quarters since.
MorganRosel Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $5.76M in Q2 2021.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.