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

AE 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
2026 Q2	$14.6K	Buy	324 +153	+89%	+$7.03K	﹤0.01%	2321
2026 Q1	$7.42K	Hold	171	–	–	﹤0.01%	2315
2025 Q4	$7.21K	Hold	171	–	–	﹤0.01%	2183
2025 Q3	$7.03K	Hold	171	–	–	﹤0.01%	2032
2025 Q2	$6.66K	Hold	171	–	–	﹤0.01%	1926
2025 Q1	$5.72K	Sell	171 -165	-49%	-$5.48K	﹤0.01%	1927
2024 Q4	$10.6K	Buy	+336	New	+$11.1K	﹤0.01%	1834

Other funds holding PDN

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIC

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

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

AE Wealth Management's PDN Position: Q2 2026 in Review

AE Wealth Management increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 89% in Q2 2026, buying an estimated $7.03K and bringing the position to 324 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

AE Wealth Management first reported a position in PDN in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

AE Wealth Management held 324 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $14.6K as of Q2 2026.
AE Wealth Management bought 153 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $7.03K.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2321 holding.
AE 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 7 quarters since.
100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.