NFG
PIE icon

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

Next 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
2021
Q4 		$5K Buy
+193
New +$4.81K ﹤0.01% 2432
2015
Q4 		– Sell
-860
Closed -$13K – 1911
2015
Q3 		$13K Hold
860
– – ﹤0.01% 1118
2015
Q2 		$15K Buy
+860
New +$16.1K 0.01% 1120

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $399M AUM 39.93% 1-Year Est. Return

Next Financial Group's PIE Position: Q4 2021 in Review

Next Financial Group opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2021: 193 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2432 among its holdings. This is a return to the name: Next Financial Group previously reported a position in PIE as recently as Q3 2015.

Next Financial Group first reported a position in PIE in Q2 2015 and has held it in 3 quarters since. The position peaked at $15K in Q2 2015. 73 funds tracked by Wall St. Rank hold PIE as of Q4 2021.

  • Next Financial Group held 193 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $5K as of Q4 2021.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF was a new Next Financial Group position in Q4 2021.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2432 holding.
  • Next Financial Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2015 and has held it in 3 quarters since.
  • Next Financial Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $15K in Q2 2015.
  • 73 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.