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Oxler Private Wealth’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-1,866
Closed -$30.6K – 273
2022
Q3 		$30.6K Buy
1,866
+36
+2% +$664 0.02% 252
2022
Q2 		$34.4K Buy
+1,830
New +$39.4K 0.02% 168
2021
Q1 		– Sell
-1,800
Closed -$41K – 187
2020
Q4 		$41K Buy
+1,800
New +$37.6K 0.02% 169

Other funds holding PIE

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Oxler Private Wealth's PIE Position: Q4 2022 in Review

Oxler Private Wealth sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2022, closing a stake of 1,866 shares — an estimated $30.6K sold.

Oxler Private Wealth first reported a position in PIE in Q4 2020 and held it in 3 quarters. The position peaked at $41K in Q4 2020. 69 funds tracked by Wall St. Rank hold PIE as of Q4 2022.

  • Oxler Private Wealth reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,866 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2022, an estimated $30.6K.
  • Oxler Private Wealth first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $41K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.