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Runnymede Capital Advisors’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Runnymede Capital Advisors’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
Q2 		– Sell
-126
Closed -$17.4K – 220
2025
Q1 		$17.4K Hold
126
– – 0.02% 186
2024
Q4 		$19.4K Buy
+126
New +$20.6K 0.02% 180

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Runnymede Capital Advisors's PRN Position: Q2 2025 in Review

Runnymede Capital Advisors sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q2 2025, closing a stake of 126 shares — an estimated $17.4K sold.

Runnymede Capital Advisors first reported a position in PRN in Q4 2024 and held it in 2 quarters. The position peaked at $19.4K in Q4 2024. 95 funds tracked by Wall St. Rank hold PRN as of Q2 2025.

  • Runnymede Capital Advisors reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Runnymede Capital Advisors sold 126 Invesco Dorsey Wright Industrials Momentum ETF shares in Q2 2025, an estimated $17.4K.
  • Runnymede Capital Advisors first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Runnymede Capital Advisors's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $19.4K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2025.

Based on Runnymede Capital Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.