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 Q3	$1.02M	Sell	19,298 -681	-3%	-$36.3K	0.36%	85
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $740M AUM 34.87% 1-Year Est. Return

Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Trueblood Wealth Management's PIZ Position: Q3 2026 in Review

Trueblood Wealth Management reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 3.4% in Q3 2026, selling an estimated $36.3K and leaving 19,298 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #85.

Trueblood Wealth Management first reported a position in PIZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2026. 104 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

Trueblood Wealth Management held 19,298 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.02M as of Q3 2026.
Trueblood Wealth Management sold 681 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $36.3K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.36% of Trueblood Wealth Management's portfolio in Q3 2026, its #85 holding.
Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2023 and has held it in 12 quarters since.
Trueblood Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.12M in Q2 2026.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Trueblood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.