NS
PIE icon

NBC Securities’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

NBC Securities’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
Q3 		– Sell
-982
Closed -$20K – 2167
2024
Q2 		$20K Hold
982
– – ﹤0.01% 1457
2024
Q1 		$21K Hold
982
– – ﹤0.01% 1455
2023
Q4 		$19K Hold
982
– – ﹤0.01% 1505
2023
Q3 		$18K Buy
+982
New +$19K ﹤0.01% 1497

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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $172M AUM 10.38% 1-Year Est. Return

NBC Securities's PIE Position: Q3 2024 in Review

NBC Securities sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2024, closing a stake of 982 shares — an estimated $20K sold.

NBC Securities first reported a position in PIE in Q3 2023 and held it in 4 quarters. The position peaked at $21K in Q1 2024. 62 funds tracked by Wall St. Rank hold PIE as of Q3 2024.

  • NBC Securities reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • NBC Securities sold 982 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2024, an estimated $20K.
  • NBC Securities first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2023 and held it in 4 quarters.
  • NBC Securities's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $21K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2024.

Based on NBC Securities's 13F filing for Q3 2024, filed 15 Oct 2024.