Private Advisory Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Private Advisory 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
2026 Q2	$2.18M	Buy	65,385 +53,297	+441%	+$1.65M	0.12%	136
2026 Q1	$315K	Sell	12,088 -225	-2%	-$5.91K	0.02%	239
2025 Q4	$291K	Sell	12,313 -1,039	-8%	-$25.1K	0.02%	204
2025 Q3	$326K	Buy	+13,352	New	+$302K	0.03%	177

Other funds holding PIE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

Private Advisory Group's PIE Position: Q2 2026 in Review

Private Advisory Group increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 441% in Q2 2026, buying an estimated $1.65M and bringing the position to 65,385 shares worth $2.18M. The position accounts for 0.12% of the portfolio, ranked #136.

Private Advisory Group first reported a position in PIE in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

Private Advisory Group held 65,385 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $2.18M as of Q2 2026.
Private Advisory Group bought 53,297 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $1.65M.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.12% of Private Advisory Group's portfolio in Q2 2026, its #136 holding.
Private Advisory Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2025 and has held it in 4 quarters since.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.