Nicholson Wealth Management Group
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Nicholson Wealth Management Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Nicholson Wealth Management 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
2026
Q3 		$971K Buy
28,508
+17,589
+161% +$574K 0.58% 78
2026
Q2 		$365K Buy
10,919
+836
+8% +$25.9K 0.21% 91
2026
Q1 		$262K Buy
+10,083
New +$265K 0.15% 100
2024
Q4 		– Sell
-122,959
Closed -$2.54M – 103
2024
Q3 		$2.54M Buy
+122,959
New +$2.53M 2.08% 7

Other funds holding PIE

NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Nicholson Wealth Management Group's PIE Position: Q3 2026 in Review

Nicholson Wealth Management Group increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 161% in Q3 2026, buying an estimated $574K and bringing the position to 28,508 shares worth $971K. The position accounts for 0.58% of the portfolio, ranked #78.

Nicholson Wealth Management Group first reported a position in PIE in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.54M in Q3 2024. 26 funds tracked by Wall St. Rank hold PIE as of Q3 2026.

  • Nicholson Wealth Management Group held 28,508 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $971K as of Q3 2026.
  • Nicholson Wealth Management Group bought 17,589 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2026, an estimated $574K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.58% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #78 holding.
  • Nicholson Wealth Management Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2024 and has held it in 4 quarters since.
  • Nicholson Wealth Management Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $2.54M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.