SFI
PIE icon

SPC Financial Inc’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

SPC Financial Inc’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
2022
Q1 		– Sell
-24,815
Closed -$640K – 205
2021
Q4 		$640K Sell
24,815
-505
-2% -$12.6K 0.07% 103
2021
Q3 		$616K Buy
25,320
+6,945
+38% +$180K 0.08% 96
2021
Q2 		$503K Sell
18,375
-1,400
-7% -$35.5K 0.06% 112
2021
Q1 		$475K Sell
19,775
-415
-2% -$10.2K 0.06% 110
2020
Q4 		$462K Buy
20,190
+1,010
+5% +$21.1K 0.07% 107
2020
Q3 		$370K Sell
19,180
-545
-3% -$10.7K 0.06% 106
2020
Q2 		$355K Sell
19,725
-507,907
-96% -$8.36M 0.07% 101
2020
Q1 		$7.69M Buy
527,632
+60,825
+13% +$1.08M 1.96% 20
2019
Q4 		$8.94M Sell
466,807
-17,524
-4% -$325K 1.64% 22
2019
Q3 		$8.48M Buy
484,331
+1,583
+0.3% +$28K 1.79% 19
2019
Q2 		$8.56M Buy
482,748
+67,554
+16% +$1.14M 1.72% 21
2019
Q1 		$7.06M Buy
415,194
+30,925
+8% +$510K 1.51% 21
2018
Q4 		$5.98M Sell
384,269
-42,245
-10% -$687K 1.65% 21
2018
Q3 		$7.58M Buy
426,514
+45,160
+12% +$860K 1.52% 21
2018
Q2 		$7.63M Buy
381,354
+87,099
+30% +$1.84M 1.67% 21
2018
Q1 		$6.33M Buy
294,255
+53,215
+22% +$1.14M 1.44% 21
2017
Q4 		$4.95M Buy
241,040
+25,060
+12% +$498K 1.15% 25
2017
Q3 		$4.1M Buy
215,980
+45,355
+27% +$839K 1.01% 27
2017
Q2 		$2.94M Buy
+170,625
New +$2.88M 0.78% 28

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

SPC Financial Inc's PIE Position: Q1 2022 in Review

SPC Financial Inc sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2022, closing a stake of 24,815 shares — an estimated $640K sold.

SPC Financial Inc first reported a position in PIE in Q2 2017 and held it in 19 quarters. The position peaked at $8.94M in Q4 2019. 75 funds tracked by Wall St. Rank hold PIE as of Q1 2022.

  • SPC Financial Inc reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • SPC Financial Inc sold 24,815 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2022, an estimated $640K.
  • SPC Financial Inc first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2017 and held it in 19 quarters.
  • SPC Financial Inc's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $8.94M in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2022.

Based on SPC Financial Inc's 13F filing for Q1 2022, filed 2 May 2022.