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 Q2	$575K	Buy	4,570 +74	+2%	+$9.44K	0.2%	146
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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

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

Trueblood Wealth Management increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 1.6% in Q2 2026, buying an estimated $9.44K and bringing the position to 4,570 shares worth $575K. The position accounts for 0.2% of the portfolio, ranked #146.

Trueblood Wealth Management first reported a position in PYZ in Q1 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Trueblood Wealth Management held 4,570 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $575K as of Q2 2026.
Trueblood Wealth Management bought 74 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $9.44K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.2% of Trueblood Wealth Management's portfolio in Q2 2026, its #146 holding.
Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2025 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

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