Prospera Financial Services’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-3,366	Closed	-$582K	–	1422
2025 Q3	$582K	Buy	3,366 +11	+0.3%	+$1.8K	0.01%	880
2025 Q2	$528K	Sell	3,355 -196	-6%	-$28.1K	0.01%	882
2025 Q1	$489K	Buy	3,551 +694	+24%	+$105K	0.01%	787
2024 Q4	$440K	Buy	2,857 +707	+33%	+$116K	0.01%	779
2024 Q3	$329K	Buy	+2,150	New	+$303K	0.01%	887
2022 Q2	–	Sell	-100	Closed	-$10K	–	2345
2022 Q1	$10K	Buy	+100	New	+$10K	﹤0.01%	2038
2021 Q4	–	Sell	-7,314	Closed	-$726K	–	895
2021 Q3	$726K	Buy	7,314 +1,674	+30%	+$169K	0.04%	432
2021 Q2	$560K	Buy	+5,640	New	+$568K	0.03%	500
2020 Q4	–	Sell	-100	Closed	-$8K	–	1326
2020 Q3	$8K	Buy	+100	New	+$7.39K	﹤0.01%	1174

Other funds holding PRN

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Prospera Financial Services's PRN Position: Q4 2025 in Review

Prospera Financial Services sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q4 2025, closing a stake of 3,366 shares — an estimated $582K sold.

Prospera Financial Services first reported a position in PRN in Q3 2020 and held it in 9 quarters. The position peaked at $726K in Q3 2021. 88 funds tracked by Wall St. Rank hold PRN as of Q4 2025.

Prospera Financial Services reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 3,366 Invesco Dorsey Wright Industrials Momentum ETF shares in Q4 2025, an estimated $582K.
Prospera Financial Services first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q3 2020 and held it in 9 quarters.
Prospera Financial Services's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $726K in Q3 2021.
88 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.