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Wealthspire Advisors (New York)’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-102
Closed -$17.6K – 2401
2025
Q3 		$17.6K Buy
+102
New +$16.7K ﹤0.01% 1737

Other funds holding PRN

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s PRN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q4 2025, closing a stake of 102 shares — an estimated $17.6K sold.

Wealthspire Advisors (New York) first reported a position in PRN in Q3 2025 and held it in 1 quarter. The position peaked at $17.6K in Q3 2025. 88 funds tracked by Wall St. Rank hold PRN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 102 Invesco Dorsey Wright Industrials Momentum ETF shares in Q4 2025, an estimated $17.6K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Dorsey Wright Industrials Momentum ETF position peaked at $17.6K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.