Realta Investment Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Realta Investment 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
2023 Q4	–	Sell	-3,521	Closed	-$66.8K	–	686
2023 Q3	$66.8K	Hold	3,521	–	–	0.02%	506
2023 Q2	$66.8K	Buy	+3,521	New	+$65.3K	0.01%	534
2023 Q1	–	Sell	-3,516	Closed	-$62.5K	–	703
2022 Q4	$62.5K	Buy	3,516 +1	+0%	+$17	0.02%	537
2022 Q3	$58K	Buy	+3,515	New	+$64.8K	0.02%	519
2020 Q1	–	Sell	-2,365	Closed	-$44K	–	1085
2019 Q4	$44K	Hold	2,365	–	–	0.01%	700
2019 Q3	$41K	Hold	2,365	–	–	0.01%	726
2019 Q2	$43K	Hold	2,365	–	–	0.01%	716
2019 Q1	$41K	Buy	+2,365	New	+$39K	0.02%	595

Other funds holding PIE

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MWM

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

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

RJA

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Realta Investment Advisors's PIE Position: Q4 2023 in Review

Realta Investment Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2023, closing a stake of 3,521 shares — an estimated $66.8K sold.

Realta Investment Advisors first reported a position in PIE in Q1 2019 and held it in 8 quarters. The position peaked at $66.8K in Q3 2023. 63 funds tracked by Wall St. Rank hold PIE as of Q4 2023.

Realta Investment Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 3,521 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2023, an estimated $66.8K.
Realta Investment Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $66.8K in Q3 2023.
63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.