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EverSource Wealth Advisors’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

EverSource Wealth 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
2023
Q1 		– Sell
-100
Closed -$8.64K – 2499
2022
Q4 		$8.64K Buy
+100
New +$8.76K ﹤0.01% 1385

Other funds holding PRN

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's PRN Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q1 2023, closing a stake of 100 shares — an estimated $8.64K sold.

EverSource Wealth Advisors first reported a position in PRN in Q4 2022 and held it in 1 quarter. The position peaked at $8.64K in Q4 2022. 56 funds tracked by Wall St. Rank hold PRN as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 100 Invesco Dorsey Wright Industrials Momentum ETF shares in Q1 2023, an estimated $8.64K.
  • EverSource Wealth Advisors first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $8.64K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.