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Principal Securities’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Principal Securities’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 		$2.94M Buy
15,115
+891
+6% +$176K 0.04% 369
2025
Q4 		$2.48M Buy
14,224
+2,274
+19% +$398K 0.04% 410
2025
Q3 		$2.06M Buy
11,950
+201
+2% +$32.9K 0.03% 452
2025
Q2 		$1.85M Buy
+11,749
New +$1.68M 0.03% 443

Other funds holding PRN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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

Principal Securities's PRN Position: Q1 2026 in Review

Principal Securities increased its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 6.3% in Q1 2026, buying an estimated $176K and bringing the position to 15,115 shares worth $2.94M. The position accounts for 0.04% of the portfolio, ranked #369.

Principal Securities first reported a position in PRN in Q2 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold PRN as of Q1 2026.

  • Principal Securities held 15,115 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $2.94M as of Q1 2026.
  • Principal Securities bought 891 Invesco Dorsey Wright Industrials Momentum ETF shares in Q1 2026, an estimated $176K.
  • Invesco Dorsey Wright Industrials Momentum ETF made up 0.04% of Principal Securities's portfolio in Q1 2026, its #369 holding.
  • Principal Securities first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.