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 Q3	$482	Hold	11	–	–	﹤0.01%	636
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

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Aspect Partners's PDN Position: Q3 2026 in Review

Aspect Partners held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q3 2026 at 11 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Aspect Partners first reported a position in PDN in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.17K in Q1 2024. 24 funds tracked by Wall St. Rank hold PDN as of Q3 2026.

Aspect Partners held 11 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $482 as of Q3 2026.
Aspect Partners left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q3 2026.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #636 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 12 quarters since.
Aspect Partners's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $7.17K in Q1 2024.
24 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.