Founders Financial Securities’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Founders Financial Securities’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 Q2	$659K	Sell	2,526 -4	-0.2%	-$940	0.03%	352
2026 Q1	$545K	Buy	+2,530	New	+$500K	0.03%	354
2025 Q1	–	Sell	-3,894	Closed	-$599K	–	490
2024 Q4	$599K	Sell	3,894 -9,605	-71%	-$1.57M	0.05%	262
2024 Q3	$2.07M	Sell	13,499 -1,454	-10%	-$205K	0.19%	102
2024 Q2	$1.99M	Buy	+14,953	New	+$2.03M	0.19%	106
2021 Q2	–	Sell	-4,065	Closed	-$416K	–	308
2021 Q1	$416K	Buy	+4,065	New	+$414K	0.1%	166

Other funds holding PRN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Founders Financial Securities's PRN Position: Q2 2026 in Review

Founders Financial Securities reduced its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 0.16% in Q2 2026, selling an estimated $940 and leaving 2,526 shares worth $659K. The position accounts for 0.03% of the portfolio, ranked #352.

Founders Financial Securities first reported a position in PRN in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.07M in Q3 2024. 107 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

Founders Financial Securities held 2,526 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $659K as of Q2 2026.
Founders Financial Securities sold 4 Invesco Dorsey Wright Industrials Momentum ETF shares in Q2 2026, an estimated $940.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #352 holding.
Founders Financial Securities first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q1 2021 and has held it in 6 quarters since.
Founders Financial Securities's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $2.07M in Q3 2024.
107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.