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Spire Wealth Management’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Spire Wealth Management’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 		$336K Buy
1,289
+341
+36% +$80.2K 0.01% 644
2026
Q1 		$184K Sell
948
-23
-2% -$4.55K 0.01% 801
2025
Q4 		$170K Buy
971
+7
+0.7% +$1.23K 0.01% 839
2025
Q3 		$167K Sell
964
-236
-20% -$38.6K 0.01% 833
2025
Q2 		$188K Buy
1,200
+42
+4% +$6.01K 0.01% 781
2025
Q1 		$159K Buy
1,158
+298
+35% +$45K 0.01% 877
2024
Q4 		$132K Buy
860
+710
+473% +$116K ﹤0.01% 942
2024
Q3 		$22.9K Buy
150
+50
+50% +$7.04K ﹤0.01% 1401
2024
Q2 		$13.3K Hold
100
– – ﹤0.01% 1559
2024
Q1 		$14K Hold
100
– – ﹤0.01% 1612
2023
Q4 		$11.7K Hold
100
– – ﹤0.01% 1709
2023
Q3 		$10.1K Buy
+100
New +$10.5K ﹤0.01% 1727

Other funds holding PRN

PFS
Paller Financial Services Centennial, Colorado $134M AUM
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Spire Wealth Management's PRN Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 36% in Q2 2026, buying an estimated $80.2K and bringing the position to 1,289 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #644.

Spire Wealth Management first reported a position in PRN in Q3 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

  • Spire Wealth Management held 1,289 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $336K as of Q2 2026.
  • Spire Wealth Management bought 341 Invesco Dorsey Wright Industrials Momentum ETF shares in Q2 2026, an estimated $80.2K.
  • Invesco Dorsey Wright Industrials Momentum ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Spire Wealth Management first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q3 2023 and has held it in 12 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.