Trueblood Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Buy	19,979 +477	+2%	+$26.6K	0.39%	84
2026 Q1	$966K	Sell	19,502 -1,085	-5%	-$56.2K	0.38%	86
2025 Q4	$1.01M	Buy	20,587 +383	+2%	+$18.4K	0.39%	82
2025 Q3	$963K	Buy	20,204 +24	+0.1%	+$1.11K	0.38%	92
2025 Q2	$927K	Buy	20,180 +538	+3%	+$22.7K	0.39%	84
2025 Q1	$748K	Sell	19,642 -5,448	-22%	-$210K	0.35%	100
2024 Q4	$911K	Hold	25,090	–	–	0.45%	70
2024 Q3	$951K	Buy	25,090 +30	+0.1%	+$1.09K	0.48%	70
2024 Q2	$895K	Sell	25,060 -43	-0.2%	-$1.49K	0.51%	63
2024 Q1	$865K	Hold	25,103	–	–	0.5%	65
2023 Q4	$797K	Buy	+25,103	New	+$738K	0.5%	64

Other funds holding PIZ

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

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

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

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Trueblood Wealth Management increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 2.4% in Q2 2026, buying an estimated $26.6K and bringing the position to 19,979 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #84.

Trueblood Wealth Management first reported a position in PIZ in Q4 2023 and has held it in 11 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Trueblood Wealth Management held 19,979 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.12M as of Q2 2026.
Trueblood Wealth Management bought 477 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $26.6K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.39% of Trueblood Wealth Management's portfolio in Q2 2026, its #84 holding.
Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2023 and has held it in 11 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

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