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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nicholson Wealth Management Group's PIE Position: Q1 2026 in Review

Nicholson Wealth Management Group opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2026: 10,083 shares worth $262K. The stake represents 0.15% of the portfolio and ranks #100 among its holdings. This is a return to the name: Nicholson Wealth Management Group previously reported a position in PIE as recently as Q3 2024.

Nicholson Wealth Management Group first reported a position in PIE in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.54M in Q3 2024. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • Nicholson Wealth Management Group held 10,083 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $262K as of Q1 2026.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF was a new Nicholson Wealth Management Group position in Q1 2026.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.15% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #100 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 2 quarters since.
  • Nicholson Wealth Management Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $2.54M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.