Trueblood Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Trueblood Wealth Management’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Hold	1,912	–	–	0.1%	210
2026 Q1	$231K	Hold	1,912	–	–	0.09%	236
2025 Q4	$223K	Hold	1,912	–	–	0.09%	236
2025 Q3	$226K	Buy	1,912 +2	+0.1%	+$225	0.09%	238
2025 Q2	$207K	Buy	+1,910	New	+$195K	0.09%	238
2025 Q1	–	Sell	-1,948	Closed	-$210K	–	236
2024 Q4	$210K	Sell	1,948 -19	-1%	-$2.08K	0.1%	217
2024 Q3	$203K	Buy	+1,967	New	+$194K	0.1%	227
2024 Q2	–	Sell	-2,064	Closed	-$204K	–	227
2024 Q1	$204K	Buy	+2,064	New	+$188K	0.12%	217

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Trueblood Wealth Management's PDP Position: Q2 2026 in Review

Trueblood Wealth Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 1,912 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #210.

Trueblood Wealth Management first reported a position in PDP in Q1 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Trueblood Wealth Management held 1,912 shares of Invesco Dorsey Wright Momentum ETF worth $290K as of Q2 2026.
Trueblood Wealth Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.1% of Trueblood Wealth Management's portfolio in Q2 2026, its #210 holding.
Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2024 and has held it in 8 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.