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

Whipplewood 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
2026
Q1 		$13.1K Hold
505
– – 0.01% 445
2025
Q4 		$11.9K Sell
505
-19,875
-98% -$480K 0.01% 271
2025
Q3 		$497K Sell
20,380
-115
-0.6% -$2.6K 0.33% 79
2025
Q2 		$429K Buy
20,495
+20,330
+12,321% +$385K 0.24% 102
2025
Q1 		$373K Sell
165
-18,666
-99% -$352K 0.22% 103
2024
Q4 		$362K Buy
+18,831
New +$378K 0.21% 108

Other funds holding PIE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whipplewood Advisors's PIE Position: Q1 2026 in Review

Whipplewood Advisors held its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) position steady in Q1 2026 at 505 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #445.

Whipplewood Advisors first reported a position in PIE in Q4 2024 and has held it in 6 quarters since. The position peaked at $497K in Q3 2025. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • Whipplewood Advisors held 505 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $13.1K as of Q1 2026.
  • Whipplewood Advisors left its Invesco Dorsey Wright Emerging Markets Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #445 holding.
  • Whipplewood Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $497K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.