Steward Partners Investment Advisory’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-6	Closed	-$942	–	4361
2025 Q2	$942	Buy	+6	New	+$859	﹤0.01%	3873
2022 Q3	–	Sell	-26	Closed	-$2K	–	3349
2022 Q2	$2K	Buy	+26	New	+$2.32K	﹤0.01%	3033
2022 Q1	–	Sell	-30	Closed	-$3K	–	3351
2021 Q4	$3K	Buy	+30	New	+$3.38K	﹤0.01%	2958
2021 Q3	–	Sell	-12	Closed	-$1K	–	3286
2021 Q2	$1K	Buy	+12	New	+$1.21K	﹤0.01%	6985

Other funds holding PRN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's PRN Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q3 2025, closing a stake of 6 shares — an estimated $942 sold.

Steward Partners Investment Advisory first reported a position in PRN in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 93 funds tracked by Wall St. Rank hold PRN as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 6 Invesco Dorsey Wright Industrials Momentum ETF shares in Q3 2025, an estimated $942.
Steward Partners Investment Advisory first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q2 2021 and held it in 4 quarters.
Steward Partners Investment Advisory's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $3K in Q4 2021.
93 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.