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Steinberganna Wealth Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Steinberganna Wealth Management’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
Q2 		$438K Sell
13,118
-151
-1% -$4.68K 0.18% 69
2026
Q1 		$345K Buy
+13,269
New +$348K 0.17% 81

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

Steinberganna Wealth Management's PIE Position: Q2 2026 in Review

Steinberganna Wealth Management reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 1.1% in Q2 2026, selling an estimated $4.68K and leaving 13,118 shares worth $438K. The position accounts for 0.18% of the portfolio, ranked #69.

Steinberganna Wealth Management first reported a position in PIE in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • Steinberganna Wealth Management held 13,118 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $438K as of Q2 2026.
  • Steinberganna Wealth Management sold 151 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $4.68K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.18% of Steinberganna Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Steinberganna Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.