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

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-617	Closed	-$15.1K	–	2363
2025 Q3	$15.1K	Buy	+617	New	+$13.9K	﹤0.01%	1826
2024 Q4	–	Sell	-14,670	Closed	-$302K	–	828
2024 Q3	$302K	Buy	14,670 +2,152	+17%	+$44.3K	﹤0.01%	617
2024 Q2	$267K	Sell	12,518 -17,655	-59%	-$377K	﹤0.01%	564
2024 Q1	$629K	Sell	30,173 -20,128	-40%	-$403K	0.01%	388
2023 Q4	$990K	Buy	50,301 +1,121	+2%	+$20.9K	0.01%	311
2023 Q3	$912K	Buy	+49,180	New	+$951K	0.02%	291

Other funds holding PIE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

MWM

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFS

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

Wealthspire Advisors (New York)'s PIE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2025, closing a stake of 617 shares — an estimated $15.1K sold.

Wealthspire Advisors (New York) first reported a position in PIE in Q3 2023 and held it in 6 quarters. The position peaked at $990K in Q4 2023. 61 funds tracked by Wall St. Rank hold PIE as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 617 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2025, an estimated $15.1K.
Wealthspire Advisors (New York) first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2023 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $990K in Q4 2023.
61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.