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

Trueblood Wealth Management’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$467K Buy
7,663
+71
+0.9% +$4.15K 0.16% 165
2026
Q1 		$404K Buy
7,592
+187
+3% +$10.5K 0.16% 171
2025
Q4 		$427K Buy
7,405
+428
+6% +$24.4K 0.17% 168
2025
Q3 		$404K Buy
6,977
+272
+4% +$15.4K 0.16% 171
2025
Q2 		$380K Buy
6,705
+627
+10% +$33.6K 0.16% 179
2025
Q1 		$325K Buy
+6,078
New +$347K 0.15% 179

Other funds holding PFI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Trueblood Wealth Management increased its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 0.94% in Q2 2026, buying an estimated $4.15K and bringing the position to 7,663 shares worth $467K. The position accounts for 0.16% of the portfolio, ranked #165.

Trueblood Wealth Management first reported a position in PFI in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

  • Trueblood Wealth Management held 7,663 shares of Invesco Dorsey Wright Financial Momentum ETF worth $467K as of Q2 2026.
  • Trueblood Wealth Management bought 71 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $4.15K.
  • Invesco Dorsey Wright Financial Momentum ETF made up 0.16% of Trueblood Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

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