Vertex Planning Partners’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Vertex Planning Partners’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	$270K	Buy	+1,037	New	+$244K	0.04%	135

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

Vertex Planning Partners's PRN Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q2 2026: 1,037 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings.

107 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

Vertex Planning Partners held 1,037 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $270K as of Q2 2026.
Invesco Dorsey Wright Industrials Momentum ETF was a new Vertex Planning Partners position in Q2 2026.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #135 holding.
107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.