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

Western 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	$509K	Buy	1,952 +334	+21%	+$78.5K	0.02%	665
2026 Q1	$315K	Sell	1,618 -58	-3%	-$11.5K	0.01%	781
2025 Q4	$293K	Hold	1,676	–	–	0.01%	671
2025 Q3	$290K	Sell	1,676 -41	-2%	-$6.71K	0.02%	604
2025 Q2	$270K	Sell	1,717 -10	-0.6%	-$1.43K	0.02%	586
2025 Q1	$238K	Buy	+1,727	New	+$261K	0.02%	599

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

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

Western Wealth Management increased its Invesco Dorsey Wright Industrials Momentum ETF (PRN) stake by 21% in Q2 2026, buying an estimated $78.5K and bringing the position to 1,952 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #665.

Western Wealth Management first reported a position in PRN in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold PRN as of Q2 2026.

Western Wealth Management held 1,952 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $509K as of Q2 2026.
Western Wealth Management bought 334 Invesco Dorsey Wright Industrials Momentum ETF shares in Q2 2026, an estimated $78.5K.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #665 holding.
Western Wealth Management first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q1 2025 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.