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

WealthShield 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
2021 Q3	–	Sell	-5,777	Closed	-$158K	–	591
2021 Q2	$158K	Buy	5,777 +5,377	+1,344%	+$136K	0.02%	291
2021 Q1	$10K	Buy	+400	New	+$9.82K	﹤0.01%	805
2020 Q4	–	Sell	-400	Closed	-$8K	–	372
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	356
2020 Q2	$7K	Hold	400	–	–	﹤0.01%	302
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	235
2019 Q4	$8K	Hold	400	–	–	﹤0.01%	250
2019 Q3	$7K	Hold	400	–	–	﹤0.01%	243
2019 Q2	$7K	Hold	400	–	–	﹤0.01%	211
2019 Q1	$7K	Hold	400	–	–	﹤0.01%	241
2018 Q4	$6K	Hold	400	–	–	﹤0.01%	212
2018 Q3	$7K	Buy	+400	New	+$7.62K	﹤0.01%	217

Other funds holding PIE

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

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

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

RJA

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

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

MWM

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

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

MCM

Monument Capital Management Alexandria, Virginia $399M AUM 39.93% 1-Year Est. Return

WealthShield Partners's PIE Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2021, closing a stake of 5,777 shares — an estimated $158K sold.

WealthShield Partners first reported a position in PIE in Q3 2018 and held it in 11 quarters. The position peaked at $158K in Q2 2021. 68 funds tracked by Wall St. Rank hold PIE as of Q3 2021.

WealthShield Partners reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 5,777 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2021, an estimated $158K.
WealthShield Partners first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2018 and held it in 11 quarters.
WealthShield Partners's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $158K in Q2 2021.
68 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.