Trueblood Wealth Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Trueblood Wealth Management’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	$766K	Hold	29,443	–	–	0.3%	106
2025 Q4	$696K	Buy	29,443 +871	+3%	+$21K	0.27%	118
2025 Q3	$697K	Buy	28,572 +1,265	+5%	+$28.6K	0.27%	114
2025 Q2	$572K	Buy	27,307 +126	+0.5%	+$2.39K	0.24%	130
2025 Q1	$494K	Sell	27,181 -2,039	-7%	-$38.5K	0.23%	133
2024 Q4	$562K	Sell	29,220 -416	-1%	-$8.34K	0.28%	118
2024 Q3	$611K	Buy	29,636 +52	+0.2%	+$1.07K	0.31%	105
2024 Q2	$632K	Sell	29,584 -2,630	-8%	-$56.1K	0.36%	90
2024 Q1	$671K	Sell	32,214 -1,300	-4%	-$26K	0.38%	86
2023 Q4	$660K	Buy	+33,514	New	+$625K	0.41%	78

Other funds holding PIE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trueblood Wealth Management's PIE Position: Q1 2026 in Review

Trueblood Wealth Management held its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) position steady in Q1 2026 at 29,443 shares worth $766K. The position accounts for 0.3% of the portfolio, ranked #106.

Trueblood Wealth Management first reported a position in PIE in Q4 2023 and has held it in 10 quarters since. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

Trueblood Wealth Management held 29,443 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $766K as of Q1 2026.
Trueblood Wealth Management left its Invesco Dorsey Wright Emerging Markets Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.3% of Trueblood Wealth Management's portfolio in Q1 2026, its #106 holding.
Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2023 and has held it in 10 quarters since.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.