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MTM Investment Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

MTM Investment 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
Q3 		– Sell
-1,412
Closed -$26.8K – 261
2023
Q2 		$26.8K Hold
1,412
– – 0.01% 226
2023
Q1 		$26.2K Hold
1,412
– – 0.01% 228
2022
Q4 		$25.1K Hold
1,412
– – 0.01% 227
2022
Q3 		$23K Sell
1,412
-764
-35% -$14.1K 0.01% 225
2022
Q2 		$40K Hold
2,176
– – 0.02% 217
2022
Q1 		$51K Hold
2,176
– – 0.02% 228
2021
Q4 		$56K Hold
2,176
– – 0.03% 227
2021
Q3 		$53K Hold
2,176
– – 0.03% 205
2021
Q2 		$60K Hold
2,176
– – 0.03% 202
2021
Q1 		$52K Hold
2,176
– – 0.03% 195
2020
Q4 		$50K Buy
+2,176
New +$45.5K 0.03% 184

Other funds holding PIE

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

MTM Investment Management's PIE Position: Q3 2023 in Review

MTM Investment Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2023, closing a stake of 1,412 shares — an estimated $26.8K sold.

MTM Investment Management first reported a position in PIE in Q4 2020 and held it in 11 quarters. The position peaked at $60K in Q2 2021. 65 funds tracked by Wall St. Rank hold PIE as of Q3 2023.

  • MTM Investment Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • MTM Investment Management sold 1,412 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2023, an estimated $26.8K.
  • MTM Investment Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2020 and held it in 11 quarters.
  • MTM Investment Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $60K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2023.

Based on MTM Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.