Independent Financial Group’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Independent Financial Group’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	$2.07M	Buy	+7,946	New	+$1.87M	0.04%	443
2025 Q4	–	Sell	-2,731	Closed	-$472K	–	1470
2025 Q3	$472K	Buy	2,731 +60	+2%	+$9.81K	0.01%	882
2025 Q2	$419K	Buy	2,671 +266	+11%	+$38.1K	0.01%	852
2025 Q1	$331K	Sell	2,405 -13	-0.5%	-$1.96K	0.01%	886
2024 Q4	$372K	Buy	2,418 +68	+3%	+$11.1K	0.01%	819
2024 Q3	$360K	Buy	+2,350	New	+$331K	0.01%	799

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Independent Financial Group's PRN Position: Q2 2026 in Review

Independent Financial Group opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q2 2026: 7,946 shares worth $2.07M. The stake represents 0.04% of the portfolio and ranks #443 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in PRN as recently as Q3 2025.

Independent Financial Group first reported a position in PRN in Q3 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

Independent Financial Group held 7,946 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $2.07M as of Q2 2026.
Invesco Dorsey Wright Industrials Momentum ETF was a new Independent Financial Group position in Q2 2026.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #443 holding.
Independent Financial Group first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q3 2024 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.