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Personal CFO Solutions’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Personal CFO 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
2022
Q2 		– Sell
-13,863
Closed -$324K – 484
2022
Q1 		$324K Sell
13,863
-343
-2% -$8.27K 0.06% 299
2021
Q4 		$367K Buy
+14,206
New +$354K 0.07% 262

Other funds holding PIE

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Personal CFO Solutions's PIE Position: Q2 2022 in Review

Personal CFO Solutions sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2022, closing a stake of 13,863 shares — an estimated $324K sold.

Personal CFO Solutions first reported a position in PIE in Q4 2021 and held it in 2 quarters. The position peaked at $367K in Q4 2021. 71 funds tracked by Wall St. Rank hold PIE as of Q2 2022.

  • Personal CFO Solutions reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 13,863 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2022, an estimated $324K.
  • Personal CFO Solutions first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2021 and held it in 2 quarters.
  • Personal CFO Solutions's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $367K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.