TWM
PEZ icon

Trueblood Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Trueblood Wealth Management’s Portfolio PEZ Stock Details PEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Sell
4,416
-3
-0.1% -$301 0.16% 169
2026
Q1 		$426K Sell
4,419
-47
-1% -$4.84K 0.17% 163
2025
Q4 		$464K Buy
4,466
+99
+2% +$9.88K 0.18% 159
2025
Q3 		$440K Buy
4,367
+53
+1% +$5.3K 0.17% 163
2025
Q2 		$429K Buy
4,314
+278
+7% +$25K 0.18% 160
2025
Q1 		$347K Buy
+4,036
New +$392K 0.16% 168

Other funds holding PEZ

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Trueblood Wealth Management reduced its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) stake by 0.07% in Q2 2026, selling an estimated $301 and leaving 4,416 shares worth $457K. The position accounts for 0.16% of the portfolio, ranked #169.

Trueblood Wealth Management first reported a position in PEZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $464K in Q4 2025. 6 funds tracked by Wall St. Rank hold PEZ as of Q2 2026.

  • Trueblood Wealth Management held 4,416 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $457K as of Q2 2026.
  • Trueblood Wealth Management sold 3 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2026, an estimated $301.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up 0.16% of Trueblood Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • Trueblood Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $464K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2026.

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