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 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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Founders Financial Securities's PRN Position: Q1 2026 in Review

Founders Financial Securities opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q1 2026: 2,530 shares worth $545K. The stake represents 0.03% of the portfolio and ranks #354 among its holdings. This is a return to the name: Founders Financial Securities previously reported a position in PRN as recently as Q4 2024.

Founders Financial Securities first reported a position in PRN in Q1 2021 and has held it in 5 quarters since. The position peaked at $2.07M in Q3 2024. 85 funds tracked by Wall St. Rank hold PRN as of Q1 2026.

Founders Financial Securities held 2,530 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $545K as of Q1 2026.
Invesco Dorsey Wright Industrials Momentum ETF was a new Founders Financial Securities position in Q1 2026.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.03% of Founders Financial Securities's portfolio in Q1 2026, its #354 holding.
Founders Financial Securities first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q1 2021 and has held it in 5 quarters since.
Founders Financial Securities's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $2.07M in Q3 2024.
85 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.