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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

PFS
Paller Financial Services Centennial, Colorado $134M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 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.

18 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.
  • 18 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.