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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
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

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

Nicholson Wealth Management Group's PIE Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 8.3% in Q2 2026, buying an estimated $25.9K and bringing the position to 10,919 shares worth $365K. The position accounts for 0.21% of the portfolio, ranked #91.

Nicholson Wealth Management Group first reported a position in PIE in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.54M in Q3 2024. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • Nicholson Wealth Management Group held 10,919 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $365K as of Q2 2026.
  • Nicholson Wealth Management Group bought 836 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $25.9K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.21% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #91 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 3 quarters since.
  • Nicholson Wealth Management Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $2.54M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.