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 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 $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

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

Trueblood Wealth Management reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 5.3% in Q1 2026, selling an estimated $56.2K and leaving 19,502 shares worth $966K. The position accounts for 0.38% of the portfolio, ranked #86.

Trueblood Wealth Management first reported a position in PIZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2025. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Trueblood Wealth Management held 19,502 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $966K as of Q1 2026.
Trueblood Wealth Management sold 1,085 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $56.2K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.38% of Trueblood Wealth Management's portfolio in Q1 2026, its #86 holding.
Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2023 and has held it in 10 quarters since.
Trueblood Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.01M in Q4 2025.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

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