WFG Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

WFG Advisors’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
2016 Q3	–	Sell	-601	Closed	-$9K	–	1657
2016 Q2	$9K	Buy	+601	New	+$9.17K	﹤0.01%	1125
2015 Q4	–	Sell	-501	Closed	-$8K	–	1647
2015 Q3	$8K	Sell	501 -12,534	-96%	-$208K	﹤0.01%	1152
2015 Q2	$236K	Buy	13,035 +12,774	+4,894%	+$239K	0.07%	299
2015 Q1	$5K	Sell	261 -1,006	-79%	-$18.1K	﹤0.01%	1374
2014 Q4	$22K	Sell	1,267 -2,596	-67%	-$47.2K	﹤0.01%	1187
2014 Q3	$72K	Buy	3,863 +2,503	+184%	+$48.1K	0.01%	785
2014 Q2	$25K	Buy	1,360 +1,100	+423%	+$20K	﹤0.01%	1186
2014 Q1	$5K	Hold	260	–	–	﹤0.01%	1625
2013 Q4	$5K	Hold	260	–	–	﹤0.01%	1757
2013 Q3	$5K	Sell	260 -2,006	-89%	-$36.3K	﹤0.01%	1744
2013 Q2	$41K	Buy	+2,266	New	+$45.4K	0.01%	960

Other funds holding PIE

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PFS

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

WFG Advisors's PIE Position: Q3 2016 in Review

WFG Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2016, closing a stake of 601 shares — an estimated $9K sold.

WFG Advisors first reported a position in PIE in Q2 2013 and held it in 11 quarters. The position peaked at $236K in Q2 2015. 45 funds tracked by Wall St. Rank hold PIE as of Q3 2016.

WFG Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 601 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2016, an estimated $9K.
WFG Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2013 and held it in 11 quarters.
WFG Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $236K in Q2 2015.
45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.