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Swaine & Leidel Wealth Services’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Swaine & Leidel Wealth Services’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 		$251K Buy
+251
New +$6.05K 0.19% 56
2021
Q1 		$251K Sell
10,442
-919
-8% -$22.6K 0.16% 63
2020
Q4 		$260K Buy
11,361
+1,002
+10% +$21K 0.19% 59
2020
Q3 		$200K Buy
+10,359
New +$203K 0.2% 51

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Swaine & Leidel Wealth Services's PIE Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2022: 251 shares worth $251K. The stake represents 0.19% of the portfolio and ranks #56 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in PIE as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in PIE in Q3 2020 and has held it in 4 quarters since. The position peaked at $260K in Q4 2020. 75 funds tracked by Wall St. Rank hold PIE as of Q1 2022.

  • Swaine & Leidel Wealth Services held 251 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $251K as of Q1 2022.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.19% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #56 holding.
  • Swaine & Leidel Wealth Services first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2020 and has held it in 4 quarters since.
  • Swaine & Leidel Wealth Services's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $260K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.