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Keudell/Morrison Wealth Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio PTF Stock Details PTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225K Buy
+1,652
New +$195K 0.04% 239

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keudell/Morrison Wealth Management's PTF Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2026: 1,652 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,652 shares of Invesco Dorsey Wright Technology Momentum ETF worth $225K as of Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF was a new Keudell/Morrison Wealth Management position in Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #239 holding.
  • 141 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.