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

Tradition 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
2022 Q4	–	Sell	-800	Closed	-$13K	–	1197
2022 Q3	$13K	Hold	800	–	–	﹤0.01%	869
2022 Q2	$15K	Hold	800	–	–	﹤0.01%	723
2022 Q1	$19K	Hold	800	–	–	﹤0.01%	731
2021 Q4	$21K	Hold	800	–	–	﹤0.01%	722
2021 Q3	$19K	Buy	+800	New	+$20.7K	﹤0.01%	745

Other funds holding PIE

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

Tradition Wealth Management's PIE Position: Q4 2022 in Review

Tradition Wealth Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2022, closing a stake of 800 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in PIE in Q3 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 69 funds tracked by Wall St. Rank hold PIE as of Q4 2022.

Tradition Wealth Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 800 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2022, an estimated $13K.
Tradition Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2021 and held it in 5 quarters.
Tradition Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $21K in Q4 2021.
69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.