Simon Quick Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Simon Quick 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
2021 Q2	–	Sell	-2,004	Closed	-$48K	–	468
2021 Q1	$48K	Sell	2,004 -102	-5%	-$2.5K	0.01%	262
2020 Q4	$48K	Buy	+2,106	New	+$44K	0.01%	229
2020 Q2	–	Sell	-259	Closed	-$4K	–	490
2020 Q1	$4K	Buy	+259	New	+$4.59K	﹤0.01%	367

Other funds holding PIE

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

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

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

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

RJA

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

MWM

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

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

Simon Quick Advisors's PIE Position: Q2 2021 in Review

Simon Quick Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2021, closing a stake of 2,004 shares — an estimated $48K sold.

Simon Quick Advisors first reported a position in PIE in Q1 2020 and held it in 3 quarters. The position peaked at $48K in Q1 2021. 69 funds tracked by Wall St. Rank hold PIE as of Q2 2021.

Simon Quick Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2021 after selling out during the quarter.
Simon Quick Advisors sold 2,004 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2021, an estimated $48K.
Simon Quick Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2020 and held it in 3 quarters.
Simon Quick Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $48K in Q1 2021.
69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2021.

Based on Simon Quick Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.