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

Darwin 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
2026
Q1 		– Sell
-244
Closed -$42.6K – 675
2025
Q4 		$42.6K Buy
+244
New +$42.7K 0.01% 228

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Darwin Wealth Management's PRN Position: Q1 2026 in Review

Darwin Wealth Management sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q1 2026, closing a stake of 244 shares — an estimated $42.6K sold.

Darwin Wealth Management first reported a position in PRN in Q4 2025 and held it in 1 quarter. The position peaked at $42.6K in Q4 2025. 85 funds tracked by Wall St. Rank hold PRN as of Q1 2026.

  • Darwin Wealth Management reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 244 Invesco Dorsey Wright Industrials Momentum ETF shares in Q1 2026, an estimated $42.6K.
  • Darwin Wealth Management first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Darwin Wealth Management's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $42.6K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.