BFP
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Briaud Financial Planning’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-99
Closed -$15K – 266
2025
Q2 		$15K Buy
+99
New +$14.2K 0.01% 207

Other funds holding PRN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Briaud Financial Planning's PRN Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q3 2025, closing a stake of 99 shares — an estimated $15K sold.

Briaud Financial Planning first reported a position in PRN in Q2 2025 and held it in 1 quarter. The position peaked at $15K in Q2 2025. 93 funds tracked by Wall St. Rank hold PRN as of Q3 2025.

  • Briaud Financial Planning reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 99 Invesco Dorsey Wright Industrials Momentum ETF shares in Q3 2025, an estimated $15K.
  • Briaud Financial Planning first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $15K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.