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

Sowell 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
2026 Q1	$577K	Buy	2,965 +200	+7%	+$39.6K	0.02%	595
2025 Q4	$483K	Buy	2,765 +540	+24%	+$94.5K	0.02%	657
2025 Q3	$384K	Buy	2,225 +315	+16%	+$51.5K	0.01%	727
2025 Q2	$300K	Sell	1,910 -195	-9%	-$27.9K	0.01%	788
2025 Q1	$290K	Buy	+2,105	New	+$318K	0.01%	782
2021 Q2	–	Sell	-1,091	Closed	-$112K	–	2146
2021 Q1	$112K	Buy	1,091 +717	+192%	+$73K	﹤0.01%	1323
2020 Q4	$35K	Buy	+374	New	+$31.4K	﹤0.01%	1528

Other funds holding PRN

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

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Sowell Financial Services's PRN Position: Q1 2026 in Review

Sowell Financial Services increased its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 7.2% in Q1 2026, buying an estimated $39.6K and bringing the position to 2,965 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #595.

Sowell Financial Services first reported a position in PRN in Q4 2020 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold PRN as of Q1 2026.

Sowell Financial Services held 2,965 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $577K as of Q1 2026.
Sowell Financial Services bought 200 Invesco Dorsey Wright Industrials Momentum ETF shares in Q1 2026, an estimated $39.6K.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.02% of Sowell Financial Services's portfolio in Q1 2026, its #595 holding.
Sowell Financial Services first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2020 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.