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Trueblood Wealth Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Trueblood Wealth Management’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$539K Buy
4,496
+197
+5% +$24.4K 0.21% 142
2025
Q4 		$474K Buy
4,299
+163
+4% +$17.5K 0.18% 156
2025
Q3 		$438K Buy
4,136
+6
+0.1% +$607 0.17% 164
2025
Q2 		$384K Buy
4,130
+285
+7% +$24.5K 0.16% 175
2025
Q1 		$326K Buy
+3,845
New +$342K 0.15% 176

Other funds holding PYZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Trueblood Wealth Management increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 4.6% in Q1 2026, buying an estimated $24.4K and bringing the position to 4,496 shares worth $539K. The position accounts for 0.21% of the portfolio, ranked #142.

Trueblood Wealth Management first reported a position in PYZ in Q1 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Trueblood Wealth Management held 4,496 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $539K as of Q1 2026.
  • Trueblood Wealth Management bought 197 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $24.4K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.21% of Trueblood Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

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