Focus Financial Network’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Focus Financial Network’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
2021 Q1	–	Sell	-7,006	Closed	-$651K	–	492
2020 Q4	$651K	Buy	+7,006	New	+$587K	0.06%	237

Other funds holding PRN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Focus Financial Network's PRN Position: Q1 2021 in Review

Focus Financial Network sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q1 2021, closing a stake of 7,006 shares — an estimated $651K sold.

Focus Financial Network first reported a position in PRN in Q4 2020 and held it in 1 quarter. The position peaked at $651K in Q4 2020. 66 funds tracked by Wall St. Rank hold PRN as of Q1 2021.

Focus Financial Network reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q1 2021 after selling out during the quarter.
Focus Financial Network sold 7,006 Invesco Dorsey Wright Industrials Momentum ETF shares in Q1 2021, an estimated $651K.
Focus Financial Network first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2020 and held it in 1 quarter.
Focus Financial Network's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $651K in Q4 2020.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.