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Baystate Wealth Management’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Baystate Wealth Management’s Portfolio PRN Stock Details PRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$32K Buy
+270
New +$28.5K ﹤0.01% 469

Other funds holding PRN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Baystate Wealth Management's PRN Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q4 2023: 270 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings.

64 funds tracked by Wall St. Rank hold PRN as of Q4 2023.

  • Baystate Wealth Management held 270 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $32K as of Q4 2023.
  • Invesco Dorsey Wright Industrials Momentum ETF was a new Baystate Wealth Management position in Q4 2023.
  • Invesco Dorsey Wright Industrials Momentum ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #469 holding.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.