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 Q2	$824K	Buy	3,160 +195	+7%	+$45.8K	0.03%	509
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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's PRN Position: Q2 2026 in Review

Sowell Financial Services increased its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 6.6% in Q2 2026, buying an estimated $45.8K and bringing the position to 3,160 shares worth $824K. The position accounts for 0.03% of the portfolio, ranked #509.

Sowell Financial Services first reported a position in PRN in Q4 2020 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

Sowell Financial Services held 3,160 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $824K as of Q2 2026.
Sowell Financial Services bought 195 Invesco Dorsey Wright Industrials Momentum ETF shares in Q2 2026, an estimated $45.8K.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #509 holding.
Sowell Financial Services first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q4 2020 and has held it in 8 quarters since.
107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.