CFP
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Comprehensive Financial Planning’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Comprehensive 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
Q1 		– Sell
-1,687
Closed -$259K – 355
2024
Q4 		$259K Buy
+1,687
New +$276K 0.22% 79

Other funds holding PRN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Comprehensive Financial Planning's PRN Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q1 2025, closing a stake of 1,687 shares — an estimated $259K sold.

Comprehensive Financial Planning first reported a position in PRN in Q4 2024 and held it in 1 quarter. The position peaked at $259K in Q4 2024. 95 funds tracked by Wall St. Rank hold PRN as of Q1 2025.

  • Comprehensive Financial Planning reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 1,687 Invesco Dorsey Wright Industrials Momentum ETF shares in Q1 2025, an estimated $259K.
  • Comprehensive Financial Planning first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Comprehensive Financial Planning's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $259K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.