Sound Financial Strategies Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Sound Financial Strategies 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
2023 Q4	–	Sell	-344	Closed	-$6.38K	–	75
2023 Q3	$6.38K	Buy	+344	New	+$6.65K	0.01%	71
2023 Q1	–	Sell	-38	Closed	-$676	–	77
2022 Q4	$676	Hold	38	–	–	﹤0.01%	61
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	27
2022 Q2	$1K	Sell	38 -218	-85%	-$4.69K	﹤0.01%	42
2022 Q1	$6K	Buy	+256	New	+$6.17K	﹤0.01%	63
2021 Q3	–	Sell	-129,616	Closed	-$3.54M	–	86
2021 Q2	$3.54M	Buy	+129,616	New	+$3.29M	1.77%	7

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

Sound Financial Strategies Group's PIE Position: Q4 2023 in Review

Sound Financial Strategies Group sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2023, closing a stake of 344 shares — an estimated $6.38K sold.

Sound Financial Strategies Group first reported a position in PIE in Q2 2021 and held it in 6 quarters. The position peaked at $3.54M in Q2 2021. 63 funds tracked by Wall St. Rank hold PIE as of Q4 2023.

Sound Financial Strategies Group reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2023 after selling out during the quarter.
Sound Financial Strategies Group sold 344 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2023, an estimated $6.38K.
Sound Financial Strategies Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2021 and held it in 6 quarters.
Sound Financial Strategies Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $3.54M in Q2 2021.
63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2023.

Based on Sound Financial Strategies Group's 13F filing for Q4 2023, filed 2 Feb 2024.