Wealthspire Advisors (Maryland)’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-80	Closed	-$1K	–	1587
2019 Q1	$1K	Hold	80	–	–	﹤0.01%	2370
2018 Q4	$1K	Hold	80	–	–	﹤0.01%	2310
2018 Q3	$1K	Hold	80	–	–	﹤0.01%	2312
2018 Q2	$2K	Hold	80	–	–	﹤0.01%	2183
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	2200
2017 Q4	$2K	Hold	80	–	–	﹤0.01%	2152
2017 Q3	$2K	Hold	80	–	–	﹤0.01%	2004
2017 Q2	$1K	Buy	+80	New	+$1.35K	﹤0.01%	2108

Other funds holding PIE

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

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

PFS

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

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PIE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2019, closing a stake of 80 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in PIE in Q2 2017 and held it in 8 quarters. The position peaked at $2K in Q2 2018. 56 funds tracked by Wall St. Rank hold PIE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 80 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $2K in Q2 2018.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.