Steward Partners Investment Advisory’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Steward Partners Investment Advisory’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	$481K	Buy	18,488 +12,045	+187%	+$316K	﹤0.01%	1551
2025 Q4	$152K	Buy	6,443 +453	+8%	+$10.9K	﹤0.01%	2075
2025 Q3	$146K	Buy	5,990 +255	+4%	+$5.76K	﹤0.01%	2027
2025 Q2	$120K	Sell	5,735 -754	-12%	-$14.3K	﹤0.01%	2003
2025 Q1	$118K	Sell	6,489 -698	-10%	-$13.2K	﹤0.01%	1927
2024 Q4	$138K	Buy	7,187 +1,545	+27%	+$31K	﹤0.01%	1809
2024 Q3	$116K	Sell	5,642 -145	-3%	-$2.99K	﹤0.01%	1805
2024 Q2	$124K	Sell	5,787 -1,151	-17%	-$24.6K	﹤0.01%	1673
2024 Q1	$145K	Buy	+6,938	New	+$139K	﹤0.01%	1582
2023 Q4	–	Sell	-430	Closed	-$7.98K	–	3550
2023 Q3	$7.98K	Hold	430	–	–	﹤0.01%	2672
2023 Q2	$8.16K	Hold	430	–	–	﹤0.01%	2637
2023 Q1	$7.97K	Hold	430	–	–	﹤0.01%	2626
2022 Q4	$7.65K	Sell	430 -1,720	-80%	-$29.5K	﹤0.01%	2620
2022 Q3	$35K	Hold	2,150	–	–	﹤0.01%	1961
2022 Q2	$40K	Sell	2,150 -1,860	-46%	-$40K	﹤0.01%	1914
2022 Q1	$94K	Hold	4,010	–	–	﹤0.01%	1637
2021 Q4	$103K	Sell	4,010 -780	-16%	-$19.4K	﹤0.01%	1593
2021 Q3	$116K	Hold	4,790	–	–	﹤0.01%	1490
2021 Q2	$131K	Hold	4,790	–	–	﹤0.01%	1894
2021 Q1	$115K	Hold	4,790	–	–	﹤0.01%	1549
2020 Q4	$110K	Hold	4,790	–	–	﹤0.01%	1326
2020 Q3	$92K	Hold	4,790	–	–	﹤0.01%	1255
2020 Q2	$86K	Hold	4,790	–	–	﹤0.01%	1213
2020 Q1	$69K	Buy	4,790 +3,290	+219%	+$58.3K	﹤0.01%	1139
2019 Q4	$28K	Hold	1,500	–	–	﹤0.01%	1647
2019 Q3	$26K	Hold	1,500	–	–	﹤0.01%	1635
2019 Q2	$26K	Buy	+1,500	New	+$25.4K	﹤0.01%	1604
2018 Q4	–	Sell	-1,500	Closed	-$27K	–	1753
2018 Q3	$27K	Hold	1,500	–	–	﹤0.01%	1429
2018 Q2	$30K	Hold	1,500	–	–	﹤0.01%	1296
2018 Q1	$32K	Buy	+1,500	New	+$32K	﹤0.01%	1167

Other funds holding PIE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

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

Steward Partners Investment Advisory's PIE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 187% in Q1 2026, buying an estimated $316K and bringing the position to 18,488 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Steward Partners Investment Advisory first reported a position in PIE in Q1 2018 and has held it in 30 quarters since. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

Steward Partners Investment Advisory held 18,488 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $481K as of Q1 2026.
Steward Partners Investment Advisory bought 12,045 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $316K.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1551 holding.
Steward Partners Investment Advisory first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2018 and has held it in 30 quarters since.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.