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Integrated Wealth Concepts’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Integrated Wealth Concepts’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 		$165K Buy
+633
New +$149K ﹤0.01% 2464

Other funds holding PRN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Concepts's PRN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q2 2026: 633 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #2464 among its holdings.

107 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

  • Integrated Wealth Concepts held 633 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $165K as of Q2 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2464 holding.
  • 107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.