NWM
PRN icon

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

Nova 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 		$714K Sell
2,740
-104
-4% -$24.4K 0.39% 72
2026
Q1 		$553K Sell
2,844
-141
-5% -$27.9K 0.36% 79
2025
Q4 		$521K Sell
2,985
-20
-0.7% -$3.5K 0.36% 76
2025
Q3 		$519K Sell
3,005
-308
-9% -$50.4K 0.37% 72
2025
Q2 		$520K Buy
3,313
+294
+10% +$42.1K 0.38% 68
2025
Q1 		$416K Buy
3,019
+868
+40% +$131K 0.36% 71
2024
Q4 		$331K Buy
+2,151
New +$352K 0.29% 84

Other funds holding PRN

PFS
Paller Financial Services Centennial, Colorado $134M AUM
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Nova Wealth Management's PRN Position: Q2 2026 in Review

Nova Wealth Management reduced its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 3.7% in Q2 2026, selling an estimated $24.4K and leaving 2,740 shares worth $714K. The position accounts for 0.39% of the portfolio, ranked #72.

Nova Wealth Management first reported a position in PRN in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

  • Nova Wealth Management held 2,740 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $714K as of Q2 2026.
  • Nova Wealth Management sold 104 Invesco Dorsey Wright Industrials Momentum ETF shares in Q2 2026, an estimated $24.4K.
  • Invesco Dorsey Wright Industrials Momentum ETF made up 0.39% of Nova Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Nova Wealth Management first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

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