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Park Square Financial Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-444
Closed -$9.3K – 762
2025
Q2 		$9.3K Hold
444
– – 0.01% 616
2025
Q1 		$8.07K Hold
444
– – 0.01% 662
2024
Q4 		$8.53K Buy
+444
New +$8.9K 0.01% 613

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
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Park Square Financial Group's PIE Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2025, closing a stake of 444 shares — an estimated $9.3K sold.

Park Square Financial Group first reported a position in PIE in Q4 2024 and held it in 3 quarters. The position peaked at $9.3K in Q2 2025. 58 funds tracked by Wall St. Rank hold PIE as of Q3 2025.

  • Park Square Financial Group reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 444 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2025, an estimated $9.3K.
  • Park Square Financial Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $9.3K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.