Laurel Oak Wealth Management’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-878
Closed -$229K – 399
2026
Q2
$229K Buy
+878
New +$206K 0.03% 338

Other funds holding PRN

Laurel Oak Wealth Management's PRN Position: Q3 2026 in Review

Laurel Oak Wealth Management sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q3 2026, closing a stake of 878 shares — an estimated $229K sold.

Laurel Oak Wealth Management first reported a position in PRN in Q2 2026 and held it in 1 quarter. The position peaked at $229K in Q2 2026. 13 funds tracked by Wall St. Rank hold PRN as of Q3 2026.

  • Laurel Oak Wealth Management reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 878 Invesco Dorsey Wright Industrials Momentum ETF shares in Q3 2026, an estimated $229K.
  • Laurel Oak Wealth Management first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q2 2026 and held it in 1 quarter.
  • Laurel Oak Wealth Management's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $229K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.