Ameritas Advisory Services
PDN icon

Ameritas Advisory Services’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-693
Closed -$28.5K – 1772
2025
Q3 		$28.5K Hold
693
– – ﹤0.01% 1305
2025
Q2 		$27K Buy
+693
New +$24.8K ﹤0.01% 1610
2023
Q2 		– Sell
-693
Closed -$21.5K – 1963
2023
Q1 		$21.5K Buy
+693
New +$21.4K ﹤0.01% 1609

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DSA
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Ameritas Advisory Services's PDN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2025, closing a stake of 693 shares — an estimated $28.5K sold.

Ameritas Advisory Services first reported a position in PDN in Q1 2023 and held it in 3 quarters. The position peaked at $28.5K in Q3 2025. 101 funds tracked by Wall St. Rank hold PDN as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 693 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2025, an estimated $28.5K.
  • Ameritas Advisory Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $28.5K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.