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 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

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

PFS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Advisory Group's PIE Position: Q1 2026 in Review

Private Advisory Group reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 1.8% in Q1 2026, selling an estimated $5.91K and leaving 12,088 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #239.

Private Advisory Group first reported a position in PIE in Q3 2025 and has held it in 3 quarters since. The position peaked at $326K in Q3 2025. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

Private Advisory Group held 12,088 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $315K as of Q1 2026.
Private Advisory Group sold 225 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $5.91K.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.02% of Private Advisory Group's portfolio in Q1 2026, its #239 holding.
Private Advisory Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2025 and has held it in 3 quarters since.
Private Advisory Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $326K in Q3 2025.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.