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

Sun Financial’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	$261K	Buy	+1,054	New	+$209K	0.13%	146

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

Sun Financial's PRN Position: Q1 2026 in Review

Sun Financial opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q1 2026: 1,054 shares worth $261K. The stake represents 0.13% of the portfolio and ranks #146 among its holdings.

85 funds tracked by Wall St. Rank hold PRN as of Q1 2026.

Sun Financial held 1,054 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $261K as of Q1 2026.
Invesco Dorsey Wright Industrials Momentum ETF was a new Sun Financial position in Q1 2026.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.13% of Sun Financial's portfolio in Q1 2026, its #146 holding.
85 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.