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

Wealthcare Advisory Partners’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
2023 Q1	–	Sell	-18,813	Closed	-$335K	–	725
2022 Q4	$335K	Sell	18,813 -2,110	-10%	-$36.2K	0.02%	508
2022 Q3	$343K	Buy	20,923 +2,293	+12%	+$42.3K	0.02%	454
2022 Q2	$351K	Sell	18,630 -4,671	-20%	-$100K	0.02%	391
2022 Q1	$544K	Buy	+23,301	New	+$562K	0.03%	293
2021 Q2	–	Sell	-275	Closed	-$7K	–	1488
2021 Q1	$7K	Buy	+275	New	+$6.75K	﹤0.01%	1562
2020 Q2	–	Sell	-275	Closed	-$4K	–	1073
2020 Q1	$4K	Hold	275	–	–	﹤0.01%	1173
2019 Q4	$5K	Hold	275	–	–	﹤0.01%	1112
2019 Q3	$5K	Hold	275	–	–	﹤0.01%	1081
2019 Q2	$5K	Sell	275 -110	-29%	-$1.86K	﹤0.01%	1069
2019 Q1	$7K	Hold	385	–	–	﹤0.01%	898
2018 Q4	$6K	Hold	385	–	–	﹤0.01%	899
2018 Q3	$7K	Hold	385	–	–	﹤0.01%	940
2018 Q2	$8K	Hold	385	–	–	﹤0.01%	901
2018 Q1	$8K	Hold	385	–	–	﹤0.01%	774
2017 Q4	$8K	Hold	385	–	–	﹤0.01%	720
2017 Q3	$7K	Buy	+385	New	+$7.12K	﹤0.01%	603
2016 Q3	–	Sell	-40	Closed	-$1K	–	121
2016 Q2	$1K	Buy	+40	New	+$610	﹤0.01%	99

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

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

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wealthcare Advisory Partners's PIE Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2023, closing a stake of 18,813 shares — an estimated $335K sold.

Wealthcare Advisory Partners first reported a position in PIE in Q2 2016 and held it in 17 quarters. The position peaked at $544K in Q1 2022. 66 funds tracked by Wall St. Rank hold PIE as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 18,813 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2023, an estimated $335K.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2016 and held it in 17 quarters.
Wealthcare Advisory Partners's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $544K in Q1 2022.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.