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Chung Wu Investment Group’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Chung Wu Investment Group’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
2026
Q2 		$7.82K Hold
30
– – 0.01% 239
2026
Q1 		$5.84K Hold
30
– – 0.01% 225
2025
Q4 		$5.24K Hold
30
– – ﹤0.01% 235
2025
Q3 		$5.18K Hold
30
– – ﹤0.01% 235
2025
Q2 		$4.71K Buy
+30
New +$4.3K ﹤0.01% 231

Other funds holding PRN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chung Wu Investment Group's PRN Position: Q2 2026 in Review

Chung Wu Investment Group held its Invesco Dorsey Wright Industrials Momentum ETF (PRN) position steady in Q2 2026 at 30 shares worth $7.82K. The position accounts for 0.01% of the portfolio, ranked #239.

Chung Wu Investment Group first reported a position in PRN in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

  • Chung Wu Investment Group held 30 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $7.82K as of Q2 2026.
  • Chung Wu Investment Group left its Invesco Dorsey Wright Industrials Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #239 holding.
  • Chung Wu Investment Group first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.