Global Retirement Partners
PRN icon

Global Retirement Partners’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Global Retirement Partners’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
Q3 		$107K Sell
541
-18
-3% -$3.83K ﹤0.01% 2165
2026
Q2 		$146K Buy
+559
New +$131K ﹤0.01% 1793
2025
Q4 		$63.6K Hold
364
– – ﹤0.01% 2211
2025
Q3 		$63K Hold
364
– – ﹤0.01% 1773
2025
Q2 		$57.2K Buy
+364
New +$52.1K ﹤0.01% 1702
2024
Q4 		$55.9K Buy
364
+296
+435% +$48.5K ﹤0.01% 1571
2024
Q3 		$10.4K Hold
68
– – ﹤0.01% 2285
2024
Q2 		$9.08K Sell
68
-10
-13% -$1.36K ﹤0.01% 2361
2024
Q1 		$10.9K Sell
78
-689
-90% -$87.1K ﹤0.01% 2087
2023
Q4 		$88.1K Sell
767
-564
-42% -$59.5K ﹤0.01% 1110
2023
Q3 		$132K Sell
1,331
-141
-10% -$14.9K 0.01% 831
2023
Q2 		$155K Buy
1,472
+22
+2% +$2.12K 0.01% 785
2023
Q1 		$138K Sell
1,450
-175
-11% -$16.2K 0.01% 807
2022
Q4 		$140K Buy
1,625
+6
+0.4% +$526 0.01% 703
2022
Q3 		$145K Buy
1,619
+7
+0.4% +$614 0.01% 665
2022
Q2 		$130K Buy
1,612
+250
+18% +$22.3K 0.01% 667
2022
Q1 		$117K Buy
+1,362
New +$136K 0.01% 709
2021
Q4 		– Sell
-1,270
Closed -$126K – 1381
2021
Q3 		$126K Sell
1,270
-377
-23% -$38.1K 0.01% 584
2021
Q2 		$164K Sell
1,647
-2,144
-57% -$216K 0.02% 509
2021
Q1 		$388K Buy
3,791
+222
+6% +$22.6K 0.05% 299
2020
Q4 		$332K Buy
3,569
+249
+8% +$20.9K 0.04% 304
2020
Q3 		$253K Buy
3,320
+697
+27% +$51.5K 0.04% 327
2020
Q2 		$179K Buy
+2,623
New +$166K 0.03% 373

Other funds holding PRN

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Transamerica Financial Advisors
Transamerica Financial Advisors St. Petersburg, Florida $1.24B AUM 21.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Global Retirement Partners's PRN Position: Q3 2026 in Review

Global Retirement Partners reduced its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 3.2% in Q3 2026, selling an estimated $3.83K and leaving 541 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Global Retirement Partners first reported a position in PRN in Q2 2020 and has held it in 23 quarters since. The position peaked at $388K in Q1 2021. 68 funds tracked by Wall St. Rank hold PRN as of Q3 2026.

  • Global Retirement Partners held 541 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $107K as of Q3 2026.
  • Global Retirement Partners sold 18 Invesco Dorsey Wright Industrials Momentum ETF shares in Q3 2026, an estimated $3.83K.
  • Invesco Dorsey Wright Industrials Momentum ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #2165 holding.
  • Global Retirement Partners first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q2 2020 and has held it in 23 quarters since.
  • Global Retirement Partners's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $388K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.