Concurrent Investment Advisors
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Concurrent Investment Advisors’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Concurrent Investment Advisors’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
Q3 		$2.94M Buy
+14,862
New +$3.16M 0.02% 663
2025
Q1 		– Sell
-2,857
Closed -$439K – 1317
2024
Q4 		$439K Buy
+2,857
New +$468K 0.01% 708

Other funds holding PRN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Transamerica Financial Advisors
Transamerica Financial Advisors St. Petersburg, Florida $1.24B AUM 21.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's PRN Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q3 2026: 14,862 shares worth $2.94M. The stake represents 0.02% of the portfolio and ranks #663 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in PRN as recently as Q4 2024.

Concurrent Investment Advisors first reported a position in PRN in Q4 2024 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold PRN as of Q3 2026.

  • Concurrent Investment Advisors held 14,862 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $2.94M as of Q3 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q3 2026, its #663 holding.
  • Concurrent Investment Advisors first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.