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

Laurel Oak Wealth Management’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 		$229K Buy
+878
New +$206K 0.03% 338

Other funds holding PRN

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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

Laurel Oak Wealth Management's PRN Position: Q2 2026 in Review

Laurel Oak Wealth Management opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q2 2026: 878 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #338 among its holdings.

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

  • Laurel Oak Wealth Management held 878 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $229K as of Q2 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF was a new Laurel Oak Wealth Management position in Q2 2026.
  • Invesco Dorsey Wright Industrials Momentum ETF made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #338 holding.
  • 107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.