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Kingswood Wealth Advisors’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Kingswood Wealth Advisors’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 		$217K Buy
+1,116
New +$221K 0.01% 853
2025
Q2 		– Sell
-5,662
Closed -$780K – 783
2025
Q1 		$780K Sell
5,662
-180
-3% -$27.2K 0.07% 301
2024
Q4 		$898K Buy
5,842
+3,752
+180% +$615K 0.07% 295
2024
Q3 		$320K Buy
+2,090
New +$294K 0.02% 560

Other funds holding PRN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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

Kingswood Wealth Advisors's PRN Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q1 2026: 1,116 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in PRN as recently as Q1 2025.

Kingswood Wealth Advisors first reported a position in PRN in Q3 2024 and has held it in 4 quarters since. The position peaked at $898K in Q4 2024. 85 funds tracked by Wall St. Rank hold PRN as of Q1 2026.

  • Kingswood Wealth Advisors held 1,116 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $217K as of Q1 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF was a new Kingswood Wealth Advisors position in Q1 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #853 holding.
  • Kingswood Wealth Advisors first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q3 2024 and has held it in 4 quarters since.
  • Kingswood Wealth Advisors's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $898K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.