Stonebridge Financial Planning Group, LLC
Position in PRN — Invesco Dorsey Wright Industrials Momentum ETF
CIK 1802494
ORLANDO, FL
All Filings in PRN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PRN | $1,355,874 | 6,970 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 PRN | $1,234,280 | 7,070 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 PRN | $1,221,483 | 7,070 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 PRN | $1,110,186 | 7,069 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 PRN | $1,028,693 | 7,470 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 PRN | $864,438 | 5,622 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 PRN | $700,847 | 4,581 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 PRN | $637,365 | 4,780 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 PRN | $540,198 | 3,871 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 PRN | $458,442 | 3,871 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 PRN | $350,883 | 3,471 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 PRN | $365,253 | 3,471 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 PRN | $377,203 | 3,976 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 PRN | $343,407 | 3,976 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 PRN | $345,407 | 4,220 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 PRN | $395,516 | 4,895 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 PRN | $748,904 | 7,600 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 PRN | $855,600 | 7,360 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 PRN | $542,838 | 5,465 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 PRN | $546,477 | 5,495 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 PRN | $192,741 | 1,885 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||