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Shade Tree Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Shade Tree 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
2026
Q1 		– Sell
-8,900
Closed -$210K – 37
2025
Q4 		$210K Buy
+8,900
New +$215K 0.16% 37

Other funds holding PIE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shade Tree Advisors's PIE Position: Q1 2026 in Review

Shade Tree Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2026, closing a stake of 8,900 shares — an estimated $210K sold.

Shade Tree Advisors first reported a position in PIE in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • Shade Tree Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Shade Tree Advisors sold 8,900 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $210K.
  • Shade Tree Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Shade Tree Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $210K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.