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Orion Portfolio Solutions’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-27
Closed – – 1592
2020
Q2 		$0 Hold
27
– – ﹤0.01% 2400
2020
Q1 		$0 Hold
27
– – ﹤0.01% 2209
2019
Q4 		$1K Buy
+27
New +$501 ﹤0.01% 1706

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 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 $299M AUM 22.87% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Orion Portfolio Solutions's PIE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2020, closing a stake of 27 shares.

Orion Portfolio Solutions first reported a position in PIE in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 53 funds tracked by Wall St. Rank hold PIE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 27 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.