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NewEdge Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

NewEdge Advisors’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 		$288K Hold
8,623
– – ﹤0.01% 2522
2026
Q1 		$224K Buy
8,623
+8,555
+12,581% +$225K ﹤0.01% 2541
2025
Q4 		$1.6K Hold
68
– – ﹤0.01% 3918
2025
Q3 		$1.66K Sell
68
-38
-36% -$859 ﹤0.01% 3813
2025
Q2 		$2.22K Hold
106
– – ﹤0.01% 3598
2025
Q1 		$1.93K Hold
106
– – ﹤0.01% 3520
2024
Q4 		$2.04K Hold
106
– – ﹤0.01% 3446
2024
Q3 		$2.18K Hold
106
– – ﹤0.01% 3367
2024
Q2 		$2.26K Sell
106
-27
-20% -$576 ﹤0.01% 3304
2024
Q1 		$2.76K Sell
133
-153,807
-100% -$3.08M ﹤0.01% 3307
2023
Q4 		$3.03M Buy
153,940
+2,823
+2% +$52.6K 0.03% 507
2023
Q3 		$2.8M Buy
151,117
+6,627
+5% +$128K 0.03% 478
2023
Q2 		$2.74M Buy
144,490
+143,390
+13,035% +$2.66M 0.03% 483
2023
Q1 		$20.4K Sell
1,100
-944
-46% -$17.4K ﹤0.01% 2336
2022
Q4 		$2.19K Sell
2,044
-10,357
-84% -$177K ﹤0.01% 2814
2022
Q3 		$203K Sell
12,401
-355
-3% -$6.54K ﹤0.01% 1357
2022
Q2 		$240K Sell
12,756
-111
-0.9% -$2.39K ﹤0.01% 1317
2022
Q1 		$301K Sell
12,867
-3,274
-20% -$78.9K ﹤0.01% 953
2021
Q4 		$416K Buy
16,141
+2,849
+21% +$70.9K 0.01% 1163
2021
Q3 		$323K Buy
13,292
+469
+4% +$12.1K 0.01% 875
2021
Q2 		$351K Sell
12,823
-465
-3% -$11.8K 0.01% 837
2021
Q1 		$319K Buy
13,288
+2,087
+19% +$51.2K 0.01% 783
2020
Q4 		$256K Buy
11,201
+443
+4% +$9.26K 0.01% 810
2020
Q3 		$207K Buy
+10,758
New +$211K 0.01% 819
2020
Q1 		– Sell
-12,106
Closed -$231K – 870
2019
Q4 		$231K Buy
12,106
+366
+3% +$6.79K 0.01% 735
2019
Q3 		$206K Buy
+11,740
New +$207K 0.01% 744
2019
Q1 		– Sell
-10,141
Closed -$158K – 704
2018
Q4 		$158K Buy
+10,141
New +$165K 0.01% 594
2017
Q3 		– Sell
-2,357
Closed -$40.4K – 909
2017
Q2 		$40.4K Buy
+2,357
New +$39.8K 0.01% 576

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
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

NewEdge Advisors's PIE Position: Q2 2026 in Review

NewEdge Advisors held its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) position steady in Q2 2026 at 8,623 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

NewEdge Advisors first reported a position in PIE in Q2 2017 and has held it in 28 quarters since. The position peaked at $3.03M in Q4 2023. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • NewEdge Advisors held 8,623 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $288K as of Q2 2026.
  • NewEdge Advisors left its Invesco Dorsey Wright Emerging Markets Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2522 holding.
  • NewEdge Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2017 and has held it in 28 quarters since.
  • NewEdge Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $3.03M in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.