Pathway Financial Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Pathway Financial Advisors’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
2018 Q2	–	Sell	-2,012	Closed	-$43K	–	432
2018 Q1	$43K	Sell	2,012 -469	-19%	-$10K	0.03%	276
2017 Q4	$51K	Buy	+2,481	New	+$49.3K	0.03%	270

Other funds holding PIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pathway Financial Advisors's PIE Position: Q2 2018 in Review

Pathway Financial Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2018, closing a stake of 2,012 shares — an estimated $43K sold.

Pathway Financial Advisors first reported a position in PIE in Q4 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2017. 62 funds tracked by Wall St. Rank hold PIE as of Q2 2018.

Pathway Financial Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2018 after selling out during the quarter.
Pathway Financial Advisors sold 2,012 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2018, an estimated $43K.
Pathway Financial Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2017 and held it in 2 quarters.
Pathway Financial Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $51K in Q4 2017.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2018.

Based on Pathway Financial Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.