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Park Square Financial Group’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-5
Closed -$785 – 777
2025
Q2 		$785 Hold
5
– – ﹤0.01% 958
2025
Q1 		$689 Hold
5
– – ﹤0.01% 914
2024
Q4 		$769 Buy
+5
New +$819 ﹤0.01% 908

Other funds holding PRN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Park Square Financial Group's PRN Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q3 2025, closing a stake of 5 shares — an estimated $785 sold.

Park Square Financial Group first reported a position in PRN in Q4 2024 and held it in 3 quarters. The position peaked at $785 in Q2 2025. 93 funds tracked by Wall St. Rank hold PRN as of Q3 2025.

  • Park Square Financial Group reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 5 Invesco Dorsey Wright Industrials Momentum ETF shares in Q3 2025, an estimated $785.
  • Park Square Financial Group first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $785 in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.