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Nations Financial Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Nations Financial Group’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
2024
Q1 		– Sell
-11,000
Closed -$217K – 644
2023
Q4 		$217K Sell
11,000
-280
-2% -$5.22K 0.02% 580
2023
Q3 		$209K Sell
11,280
-500
-4% -$9.67K 0.02% 579
2023
Q2 		$223K Hold
11,780
– – 0.02% 568
2023
Q1 		$218K Hold
11,780
– – 0.02% 556
2022
Q4 		$210K Hold
11,780
– – 0.02% 555
2022
Q3 		$193K Hold
11,780
– – 0.03% 509
2022
Q2 		$222K Buy
11,780
+280
+2% +$6.02K 0.03% 465
2022
Q1 		$269K Hold
11,500
– – 0.03% 437
2021
Q4 		$297K Hold
11,500
– – 0.04% 388
2021
Q3 		$280K Hold
11,500
– – 0.04% 372
2021
Q2 		$315K Hold
11,500
– – 0.05% 322
2021
Q1 		$276K Sell
11,500
-232
-2% -$5.69K 0.06% 302
2020
Q4 		$268K Hold
11,732
– – 0.07% 273
2020
Q3 		$226K Hold
11,732
– – 0.07% 261
2020
Q2 		$211K Sell
11,732
-6,975
-37% -$115K 0.07% 253
2020
Q1 		$273K Sell
18,707
-1,752
-9% -$31.1K 0.12% 200
2019
Q4 		$392K Sell
20,459
-458
-2% -$8.5K 0.14% 193
2019
Q3 		$389K Buy
+20,917
New +$370K 0.14% 193

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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nations Financial Group's PIE Position: Q1 2024 in Review

Nations Financial Group sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2024, closing a stake of 11,000 shares — an estimated $217K sold.

Nations Financial Group first reported a position in PIE in Q3 2019 and held it in 18 quarters. The position peaked at $392K in Q4 2019. 61 funds tracked by Wall St. Rank hold PIE as of Q1 2024.

  • Nations Financial Group reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Nations Financial Group sold 11,000 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2024, an estimated $217K.
  • Nations Financial Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2019 and held it in 18 quarters.
  • Nations Financial Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $392K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2024.

Based on Nations Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.