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 Q2	$265K	Sell	1,016 -100	-9%	-$23.5K	0.01%	833
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 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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kingswood Wealth Advisors's PRN Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 9% in Q2 2026, selling an estimated $23.5K and leaving 1,016 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #833.

Kingswood Wealth Advisors first reported a position in PRN in Q3 2024 and has held it in 5 quarters since. The position peaked at $898K in Q4 2024. 107 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

Kingswood Wealth Advisors held 1,016 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $265K as of Q2 2026.
Kingswood Wealth Advisors sold 100 Invesco Dorsey Wright Industrials Momentum ETF shares in Q2 2026, an estimated $23.5K.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #833 holding.
Kingswood Wealth Advisors first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q3 2024 and has held it in 5 quarters since.
Kingswood Wealth Advisors's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $898K in Q4 2024.
107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.