MPWM Advisory Solutions’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

MPWM Advisory Solutions’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	$25.9K	Hold	133	–	–	0.01%	254
2025 Q4	$23.2K	Hold	133	–	–	0.01%	240
2025 Q3	$23K	Hold	133	–	–	0.01%	228
2025 Q2	$20.9K	Hold	133	–	–	0.01%	231
2025 Q1	$18.3K	Hold	133	–	–	0.01%	252
2024 Q4	$20.4K	Buy	+133	New	+$21.8K	0.01%	241

Other funds holding PRN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MPWM Advisory Solutions's PRN Position: Q1 2026 in Review

MPWM Advisory Solutions held its Invesco Dorsey Wright Industrials Momentum ETF (PRN) position steady in Q1 2026 at 133 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #254.

MPWM Advisory Solutions first reported a position in PRN in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold PRN as of Q1 2026.

MPWM Advisory Solutions held 133 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $25.9K as of Q1 2026.
MPWM Advisory Solutions left its Invesco Dorsey Wright Industrials Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #254 holding.
MPWM Advisory Solutions first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2024 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.