AWM
PDN icon

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
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

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OWM
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HighTower Advisors
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LPL Financial
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
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