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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$339K	Sell	3,126 -322	-9%	-$35K	0.26%	95
2025 Q1	$371K	Hold	3,448	–	–	0.24%	95
2024 Q4	$371K	Buy	+3,448	New	+$371K	0.24%	95