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Parkside Financial Bank & Trust’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Parkside Financial Bank & Trust’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
-658
Closed -$11K – 2041
2022
Q3 		$11K Buy
658
+16
+2% +$295 ﹤0.01% 970
2022
Q2 		$12K Hold
642
– – ﹤0.01% 948
2022
Q1 		$15K Buy
642
+3
+0.5% +$72 ﹤0.01% 909
2021
Q4 		$16K Buy
639
+2
+0.3% +$50 ﹤0.01% 880
2021
Q3 		$15K Buy
637
+1
+0.2% +$26 ﹤0.01% 855
2021
Q2 		$17K Sell
636
-206
-24% -$5.22K ﹤0.01% 818
2021
Q1 		$20K Buy
842
+3
+0.4% +$74 0.01% 768
2020
Q4 		$19K Buy
839
+5
+0.6% +$105 0.01% 734
2020
Q3 		$16K Buy
834
+1
+0.1% +$20 0.01% 717
2020
Q2 		$15K Sell
833
-844
-50% -$13.9K ﹤0.01% 728
2020
Q1 		$24K Buy
1,677
+4
+0.2% +$71 0.01% 528
2019
Q4 		$32K Buy
1,673
+5
+0.3% +$93 0.01% 530
2019
Q3 		$29K Buy
1,668
+3
+0.2% +$53 0.01% 521
2019
Q2 		$30K Hold
1,665
– – 0.01% 524
2019
Q1 		$28K Sell
1,665
-21
-1% -$346 0.01% 513
2018
Q4 		$26K Buy
1,686
+7
+0.4% +$114 0.01% 498
2018
Q3 		$30K Buy
+1,679
New +$32K 0.01% 478

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

Parkside Financial Bank & Trust's PIE Position: Q4 2022 in Review

Parkside Financial Bank & Trust sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2022, closing a stake of 658 shares — an estimated $11K sold.

Parkside Financial Bank & Trust first reported a position in PIE in Q3 2018 and held it in 17 quarters. The position peaked at $32K in Q4 2019. 69 funds tracked by Wall St. Rank hold PIE as of Q4 2022.

  • Parkside Financial Bank & Trust reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 658 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2022, an estimated $11K.
  • Parkside Financial Bank & Trust first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2018 and held it in 17 quarters.
  • Parkside Financial Bank & Trust's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $32K in Q4 2019.
  • 69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2022, filed 14 Feb 2023.