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Hazlett, Burt & Watson’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Hazlett, Burt & Watson’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89K Hold
585
– – 0.02% 369
2026
Q1 		$70K Hold
585
– – 0.02% 397
2025
Q4 		$68K Buy
585
+110
+23% +$13K 0.02% 393
2025
Q3 		$57K Buy
475
+375
+375% +$42.1K 0.02% 398
2025
Q2 		$11K Hold
100
– – ﹤0.01% 572
2025
Q1 		$10K Buy
+100
New +$10.8K ﹤0.01% 574

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Hazlett, Burt & Watson's PDP Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 585 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #369.

Hazlett, Burt & Watson first reported a position in PDP in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Hazlett, Burt & Watson held 585 shares of Invesco Dorsey Wright Momentum ETF worth $89K as of Q2 2026.
  • Hazlett, Burt & Watson left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #369 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.