Accredited Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Accredited Wealth Management’s Portfolio PDN Stock Details PDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.29K	Buy	201 +121	+151%	+$4.85K	﹤0.01%	337
2025 Q2	$3.11K	Buy	+80	New	+$2.87K	﹤0.01%	335
2025 Q1	–	Sell	-80	Closed	-$2.53K	–	407
2024 Q4	$2.53K	Buy	+80	New	+$2.64K	﹤0.01%	318

Other funds holding PDN

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Accredited Wealth Management's PDN Position: Q3 2025 in Review

Accredited Wealth Management increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 151% in Q3 2025, buying an estimated $4.85K and bringing the position to 201 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Accredited Wealth Management first reported a position in PDN in Q4 2024 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold PDN as of Q3 2025.

Accredited Wealth Management held 201 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $3.29K as of Q3 2025.
Accredited Wealth Management bought 121 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2025, an estimated $4.85K.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #337 holding.
Accredited Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2024 and has held it in 3 quarters since.
107 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.