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Aspect Partners’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Aspect Partners’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 		$472 Buy
11
+1
+10% +$46 ﹤0.01% 629
2026
Q1 		$455 Sell
10
-1
-9% -$45 ﹤0.01% 662
2025
Q4 		$443 Sell
11
-10
-48% -$414 ﹤0.01% 681
2025
Q3 		$863 Hold
21
– – ﹤0.01% 662
2025
Q2 		$817 Hold
21
– – ﹤0.01% 540
2025
Q1 		$703 Hold
21
– – ﹤0.01% 525
2024
Q4 		$664 Hold
21
– – ﹤0.01% 543
2024
Q3 		$738 Sell
21
-197
-90% -$6.63K ﹤0.01% 499
2024
Q2 		$7.05K Hold
218
– – ﹤0.01% 307
2024
Q1 		$7.17K Hold
218
– – 0.01% 311
2023
Q4 		$7.08K Buy
+218
New +$6.54K ﹤0.01% 294

Other funds holding PDN

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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Aspect Partners's PDN Position: Q2 2026 in Review

Aspect Partners increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 10% in Q2 2026, buying an estimated $46 and bringing the position to 11 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Aspect Partners first reported a position in PDN in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.17K in Q1 2024. 16 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Aspect Partners held 11 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $472 as of Q2 2026.
  • Aspect Partners bought 1 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share in Q2 2026, an estimated $46.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #629 holding.
  • Aspect Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $7.17K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.