Claris Financial’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Claris Financial’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$278K	Sell	2,299 -207	-8%	-$25.7K	0.15%	135
2025 Q4	$292K	Buy	+2,506	New	+$295K	0.16%	130
2025 Q3	–	Sell	-3,126	Closed	-$339K	–	170
2025 Q2	$339K	Sell	3,126 -322	-9%	-$32.9K	0.26%	95
2025 Q1	$371K	Hold	3,448	–	–	0.24%	95
2024 Q4	$371K	Buy	+3,448	New	+$378K	0.24%	95

Other funds holding PDP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Claris Financial's PDP Position: Q1 2026 in Review

Claris Financial reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 8.3% in Q1 2026, selling an estimated $25.7K and leaving 2,299 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #135.

Claris Financial first reported a position in PDP in Q4 2024 and has held it in 5 quarters since. The position peaked at $371K in Q1 2025. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Claris Financial held 2,299 shares of Invesco Dorsey Wright Momentum ETF worth $278K as of Q1 2026.
Claris Financial sold 207 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $25.7K.
Invesco Dorsey Wright Momentum ETF made up 0.15% of Claris Financial's portfolio in Q1 2026, its #135 holding.
Claris Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 5 quarters since.
Claris Financial's Invesco Dorsey Wright Momentum ETF position peaked at $371K in Q1 2025.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.